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Little Rock, AR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-01 |
| TX | RA | APPROVED | 2025-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Polyone | Avon Lake | OH | 06/2012 | 11/2017 |
| Steady Climb Llc D/B/A Steady Climb Financial Planning | Upper Arlington | OH | 01/2018 | 05/2024 |
| Origin Financial | Boston | MA | 11/2022 | 05/2024 |
| Hamilton Capital, Llc | Columbus | OH | 06/2024 | 07/2025 |
| Aptus Financial, Llc | Upper Arlington | OH | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-21 |
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