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4 Sycamore Creek Drive, Springboro, OH 45066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-07 |
Branch Locations
4 Sycamore Creek Drive, Springboro, OH 45066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axim Planning & Wealth | Springboro | OH | 08/2025 | Present |
| Bgsu Recreation Center | Bowling Green | OH | 05/2022 | 07/2025 |
| Charles Schwab | Perrysburg | OH | 02/2024 | 04/2024 |
| 419 Painting Co. | Toledo | OH | 06/2021 | 08/2021 |
| Riverby Golf Course | Waterville | OH | 05/2020 | 10/2020 |
| Walt Churchills Market | Perrysburg | OH | 03/2019 | 03/2020 |
| Perrysburg High School | Perrysburg | OH | 07/2015 | 02/2019 |
| Unemployed | Perrysburg | OH | 11/2020 | 05/2021 |
| Bowling Green State University | Bowling Green | OH | 09/2021 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-23 |
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