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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-12-02 |
Branch Locations
501 Washington Street Suite 201, Steubenville, OH 43952 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Toffinos Italian Deli And Bakery | Myrtle Beach | SC | 12/2021 | 02/2022 |
| Coastal Carolina University | Conway | SC | 08/2021 | 12/2023 |
| Pizza Hut | Wintersville | OH | 03/2020 | 07/2021 |
| Unemployed | Wintersville | OH | 01/2014 | 02/2020 |
| Buffalo Wild Wings | Carolina Forest | SC | 08/2021 | 11/2021 |
| Unemployed | Steubenville | OH | 07/2023 | 04/2024 |
| Osaic | Steubenville | OH | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-04 |
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