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1700 Woodlands Dr, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-13 |
| LA | RA | APPROVED | 2025-08-04 |
| MI | RA | APPROVED | 2025-07-25 |
| TX | RA | APPROVED_RES | 2025-07-16 |
| OH | RA | APPROVED | 2023-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Retirement Guys Formula | Maumee | OH | 04/2018 | 11/2024 |
| Whirpool | Clyde And Findlay | OH | 08/2013 | Present |
| Ohio Army National Guard | Columbus | OH | 01/2005 | Present |
| Patriot Wealth Planners Llc | Maumee | OH | 09/2023 | Present |
| Scott Osborn Consulting, Llc | Maumee | OH | 05/2020 | Present |
Whirpool Corporation, not investment related, Findlay, OH, Appliance manufacturer, Manager, start date 08/2013, approximately 40 hours/month with approximately 30 hours/month during securities trading hours, I manage our manufacturing methodology and process improvement in the plant. Ohio Army National Guard, not investment related, Whitehall, OH, Military Service, Commander, start date 01/2005, approximately 20 hours/month with approximately 0 hours/month during securities trading hours, I run a weekend school house operation that trains and certifies enlisted Soldiers to become commissioned officers. Scott Osborn Consulting, LLC, not investment related, Maumee, OH, business and management consulting, start date 5/2020, 1 hour/month with 0 hours/month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-30 |
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