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One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-01 |
Branch Locations
65 East State Street Suite 2000, Columbus, OH 43215 • United States
One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Worthington | OH | 12/2022 | 08/2023 |
| Pfs Investments Inc. | Worthington | OH | 06/2023 | 08/2023 |
| Upstart | Columbus | OH | 03/2021 | 07/2023 |
| Nationwide Financial | Columbus | OH | 01/2020 | 03/2021 |
| Ohio State University | Columbus | OH | 08/2015 | 01/2020 |
| Pruco Securities Llc | Columbus | OH | 08/2023 | 11/2024 |
| The Prudential Insurance Company Of America | Columbus | OH | 02/2024 | 03/2025 |
| Lpl Enterprise, Llc | Columbus | OH | 11/2024 | 03/2025 |
| Schneider Downs Wealth Management Advisors, Lp | Columbus | OH | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-19 |
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