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3789 Attucks Dr, Powell, OH 43065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-27 |
| OH | RA | APPROVED | 2019-09-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Columbus | OH | 10/2009 | 09/2019 |
| Ameriprise Financial Services, Inc. | Dublin | OH | 10/2009 | 09/2019 |
| Capital City Securities, Llc | Powell | OH | 09/2019 | Present |
| Capital City Asset Management Group, Llc | Powell | OH | 09/2019 | Present |
Pat Nozari Trust, Pat Nozari trustee 148 Valley Run Dr Powell OH 43065. Date outside business activity was first conducted - 2002 Business IS NOT investment or insurance related or related to providing financial planning services or the sale of securities Title/position - Grantor and 100% beneficiary of trust 509 Cherry Creek LLC 148 Valley Run Dr Powell OH 43065. Date that the outside business activity was first conducted - 2011 Business IS NOT investment or insurance related or related in any way to providing financial planning services or the sale of securities Title/position - SOLE MEMBER Parlin LLC 148 Valley Run Dr Powell OH 43065. Date that the outside business activity was first conducted - 2015 Business IS NOT investment or insurance related or related to providing financial planning services or the sale of securities Title/position - SOLE MEMBER Dolby Trust, Robert A Cole trustee 148 Valley Run Dr Powell OH 43065. Date that the outside business activity was first conducted - 2016 Business IS NOT investment or insurance related or related to providing financial planning services or the sale of securitiesTitle/position - Grantor and 100% beneficiary of trust ALL ARE: Sale, purchase and rental of real estate, primarily single-family homes DOES NOT have custody or control over the funds or property of others in connection with your involvement in this activity Compensated by rental income and sale of properties, approx $100.000/year. Approx 15 hrs/week, not during trading hours. NONE OF this business' employees, co-owners, or partners are also Capital City Securities' Registered Representatives or Capital City Asset Management Investment Advisor Representatives. NONE OF this business' employees, co-owners, or partners Registered Representatives or Investment Advisor Representatives of another Broker/Dealer or Investment Adviser. DOES NOT share office space with anyone who is a Registered Representative of a Broker/Dealer OTHER than Capital City Securities, LLC. NONE OF this business' employees, co-owners, or partners are also Capital City Securities, LLC or Capital City Asset Management customers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-30 |
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