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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-28 |
Branch Locations
27599 Riverview Center Blvd Suite 120 1St Fl, Bonita Springs, FL 34134 • United States
7335 Crossleigh Court Ste 300 [Satellite], Toledo, OH 43617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Toledo | OH | 04/2026 | Present |
| Mml Investors Services, Llc | Toledo | OH | 07/2024 | 04/2026 |
| Massmutual Life Insurance Co | Toledo | OH | 09/2024 | 04/2026 |
| Bedford Junior/ Senior High School | Temperance | MI | 09/2013 | 06/2019 |
| Bedford Public Schools | Temperance | MI | 10/2019 | 03/2020 |
| Uckele Health And Nutrition | Blissfield | MI | 11/2020 | 01/2021 |
| Inverness Club | Toledo | OH | 04/2017 | 08/2022 |
| Bil-Jax Haulotte | Archbold | OH | 05/2023 | 08/2023 |
| Trine University | Angola | IN | 08/2022 | 05/2024 |
| Trine University | Angola | IN | 08/2020 | 05/2024 |
| Skylight Financial Group | Toledo | OH | 05/2024 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-23 |
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