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6125 Memorial Dr, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meeder Advisory Services, Inc. | Dublin | OH | 08/2022 | Present |
| The Bellevue Hospital | Bellevue | OH | 09/2021 | 08/2022 |
| Cross Country Mortgage | Brecksville | OH | 05/2021 | 09/2021 |
| University Of Findlay | Findlay | OH | 08/2015 | 08/2021 |
| Schroderer & Company Cpa Llc | Ottawa | OH | 01/2020 | 04/2021 |
| Findlay Country Club | Findlay | OH | 05/2017 | 10/2020 |
| University Of Toledo | Toledo | OH | 08/2017 | 05/2018 |
| Riverdale Local Schools | Mount Blanchard | OH | 08/2005 | 05/2017 |
Partner of Dart-Frog Ventures, LLC, 18122 State Route 53, Forest, Ohio. A virtual touring/marketing business since June 2019. Duties include bookkeeping, less than 5 hours a month devoted to the business outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-18 |
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