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2225 Lexington Road, Louisville, KY 40206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-04 |
Branch Locations
7100 N High St Suite 203, Worthington, OH 43085 • United States
2225 Lexington Rd, Louisville, KY 40206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Wealth Partners | Dublin | OH | 02/2024 | 05/2025 |
| Rocky Fork | New Albany | OH | 11/2022 | 04/2024 |
| Instacart | Newport Coast | CA | 12/2019 | Present |
| Rei | Irvine | CA | 12/2017 | 05/2020 |
| Gjusta | Venice | CA | 08/2016 | 08/2017 |
| Greenleaf | Venice | CA | 12/2014 | 10/2016 |
| Lyft | Irvine | CA | 08/2017 | 12/2019 |
| Private Client Services | Worthington | OH | 04/2024 | 01/2025 |
| Private Client Services | Worthington | OH | 01/2025 | Present |
| Heritage Wealth Group | Worthington | OH | 05/2025 | Present |
1) Shopper-Instacart. Shopping for and delivering groceries to customers who order through app. Shopper. 48 hrs/mo. Not investment related. 2) Highland Capital Brokerage. 3535 Grandview Parkway, Suite 600 Birmingham, AL 35243. Outside general agency for fixed insurance. Insurance agent - selling and servicing fixed insurance products. 2 hrs/mo; 2 during trading hrs. Investment related. 3) Heritage Wealth Group. 7100 N High St, Suite 203. Bradbury Wealth Advisors; Heritage Wealth Group is a fictitious name to share in marketing and costs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-17 |
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