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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-03 |
Branch Locations
5900 Landerbrook Drive Suite 205, Mayfield Hts, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Brentwood | TN | 10/2022 | 04/2024 |
| Massmutual Life Insurance Co/ Continuum Planning Partners | Brentwood | TN | 10/2022 | 04/2024 |
| Ubs Financial Services | Nashville | TN | 07/2018 | 10/2022 |
| Ubs Financial Services | Concord | NH | 06/2017 | 10/2022 |
| Unemployed - Student | Manchester | NH | 08/2013 | 06/2017 |
| Mml Investors Services, Llc | Brentwood | TN | 09/2022 | 09/2022 |
| Osaic Wealth Inc | Cleveland | OH | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-04 |
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