John Bennett Loveday

$867M regulatory AUM 58 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

4449 Easton Way Suite 200, Columbus, OH 43219 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2020-11-10

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Collaborative Financial Partners Llc	Columbus	OH	04/2019	Present
Mccarthy And Cox Retirement And Estate Specialist Llc	Marysville	OH	06/2018	04/2019
Mount Vernon Nazarene University - Student Financial Services	Mount Vernon	OH	08/2015	05/2018
Horizon Financial Solutions	Hurricane	WV	05/2017	08/2017
Wilging, Roush & Parsons Cpas	Mount Vernon	OH	02/2018	04/2018
Tsg Advice Partners, Llc	Columbus	OH	11/2020	Present

04/2019 → Present

Collaborative Financial Partners Llc

Columbus, OH
06/2018 → 04/2019

Mccarthy And Cox Retirement And Estate Specialist Llc

Marysville, OH
08/2015 → 05/2018

Mount Vernon Nazarene University - Student Financial Services

Mount Vernon, OH
05/2017 → 08/2017

Horizon Financial Solutions

Hurricane, WV
02/2018 → 04/2018

Wilging, Roush & Parsons Cpas

Mount Vernon, OH
11/2020 → Present

Tsg Advice Partners, Llc

Columbus, OH

INSURANCE LICENSED IMPLEMENTED THROUGH COLLABORATIVE INSURANCE PARTNERS; SAME LOCATION

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