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5701 North High Street Suite 100, Worthington, OH 43085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-07 |
| TX | RA | APPROVED | 2025-05-06 |
Branch Locations
5701 North High Street Suite 100, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2017 | 11/2017 |
| United States Air Force Reserves | Pentagon | DC | 03/2015 | Present |
| Bolt Financial Group | Worthington | OH | 11/2017 | 03/2026 |
| Agdeavor Investments | Worthington | OH | 12/2018 | 03/2026 |
| Balance Wealth | Worthington | OH | 05/2025 | Present |
United States Air Force Reserves not investment-related 5439 McCormick Ave., Wright-Patterson AFB, OH 45433 military C-17A pilot March 2015 16 hours per month 2 hours during trading Air Mobility Pilot
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-16 |
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