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5100 Parkcenter Ave Suite 120, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-26 |
Branch Locations
5100 Parkcenter Ave Suite 120, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage Services, Inc. | Columbus | OH | 10/2023 | 09/2024 |
| Western & Southern Life | Columbus | OH | 09/2023 | 09/2024 |
| Northwestern Mutual | Toledo | OH | 07/2023 | 09/2023 |
| Bgsu | Bowling Green | OH | 08/2018 | 07/2023 |
| Fortinos | Oakville | 10/2017 | 07/2018 | |
| Appleby College | Oakville | 10/2013 | 09/2017 | |
| The Huntington National Bank | Powell | OH | 12/2024 | 05/2026 |
| The Huntington Investment Company | Columbus | OH | 12/2024 | 05/2026 |
| Egsi Investment Management, Inc. | Dublin | OH | 05/2026 | Present |
| Egsi Investment Management, Inc. | Dublin | OH | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-15 |
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