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109 East Main St., Suite 328, Lancaster, OH 43130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2007-09-14 |
Branch Locations
109 East Main St., Suite 328, Lancaster, OH 43130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetime Financial Planning Solutions, Llc | Lancaster | OH | 06/2003 | Present |
Fairfield Medical Center Foundation, 401 N Ewing St, Lancaster, Ohio 43130, not investment related, serve on board of directors, September 2021 began. 2 hours per month Fairfield County Foundation, 162 E Main St, Lancaster, Ohio, 43130, investment-related, serve on Investment Committee (unpaid position, to not manage or invest any funds directly), began in 2003, 1 hour per month First Presbyterian Church, 222 N Broad St, Lancaster, Ohio 43130, not investment related, serve as Clerk of Session, began September 2022, 5 hours per month.
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