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445 Hutchinson Avenue Suite 800, Columbus, OH 43235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-21 |
Branch Locations
8720 Orion Place, Suite 330, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Columbus | OH | 10/2001 | 08/2025 |
| Agia | Houston | TX | 12/2022 | 08/2025 |
| Osaic Wealth, Inc. | Columbus | OH | 08/2025 | Present |
| Signature Equity Partners | Columbus | OH | 08/2025 | Present |
1. Rightside Financial LLC, POSITION: Financial Professional, Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: Full time (~ 40 hours / week) SECURITIES TRADING HOURS: 5 START DATE: 08/20/2025 ADDRESS: 8720 Orion Pl Ste 330 Columbus OH 43240 DESCRIPTION: Fixed & Index Annuity. Life / LTC insurance 2. THE RIGHT SIDE OF MONEY POSITION: author NATURE: a personal book that I completed in early 2025, which VFA approved for me to give out to my clients & friends. No funds are being collected or exchanged for this giveaway item. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2025 ADDRESS: 5091 Polar Dr Lewis Center OH 43035-8307 DESCRIPTION: a personal book that I completed in early 2025, which VFA approved for me to give out to my clients & friends. No funds are being collected or exchanged for this giveaway item. 3. RIGHTSIDE FINANCIAL, LLC POSITION: I conduct securities and variable insurance business under this business name NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/20/2025 ADDRESS: 8720 Orion Place, Suite 330, Columbus OH 43240, United States DESCRIPTION: Sales/Marketing of securities and variable insurance products 4. SIGNATURE EQUITY PARTNERS, LLC - INDEPENDENT RIA POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 08/21/2025 ADDRESS: 8720 Orion Place, Suite 330, Columbus OH 43240, United States DESCRIPTION: Sales/Marketing of investment advisory products 5. RIGHTSIDE TAX SERVICES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2026 ADDRESS: 5091 Polar Drive, Lewis Center OH 43035, United States DESCRIPTION: currently this is a placeholder for a future business that I would like to run for tax planning services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-06 |
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