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2939 Kenny Rd Ste 206, Upper Arlington, OH 43221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| NC | RA | APPROVED | 2025-09-11 |
| OH | RA | APPROVED | 2025-09-08 |
Branch Locations
2939 Kenny Rd Ste 206, Upper Arlington, OH 43221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio State University | Granville | OH | 08/2015 | 05/2020 |
| Northwestern Mutual | Milwaukee | WI | 01/2018 | 09/2025 |
| Fiducia Wealth Management Llc | Upper Arlington | OH | 07/2025 | Present |
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS, NON INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-07-11 |
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