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6125 Memorial Drive, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-13 |
| ID | RA | APPROVED | 2026-04-13 |
| NV | RA | APPROVED | 2026-04-13 |
| WA | RA | APPROVED | 2026-04-13 |
| WY | RA | APPROVED | 2026-04-13 |
| OH | RA | APPROVED | 2026-04-07 |
| UT | RA | APPROVED | 2026-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fhn Financial Main Street Advisors Llc | Las Vegas | NV | 08/2016 | 04/2022 |
| Moreton Asset Management | Farmington | UT | 04/2022 | 02/2026 |
| Meeder Public Funds, Inc. | Dublin | OH | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-29 |
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