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1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-06 |
Branch Locations
127 W. 5Th Street, Marysville, OH 43040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-12-21 |
| TX | RA | APPROVED | 2023-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanderbilt University | Nashville | TN | 07/2016 | 12/2019 |
| Cetera Investors | Dublin | OH | 01/2020 | 01/2020 |
| Mccarthy & Cox Retirement & Estate Specialists (Commonwealth) | Marysville | OH | 04/2020 | 03/2022 |
| Mccarthy & Cox D/B/A Yellow Finch | Marysville | OH | 03/2022 | 01/2026 |
| Commonwealth Financial Network | Waltham | MA | 03/2022 | 12/2023 |
| Kintra Wealth, Llc | Marysville | OH | 01/2026 | Present |
Fixed insurance sales; as of 3/15/2022; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-23 |
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