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Delaware, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-04-01 |
Branch Locations
Delaware, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Columbus | OH | 09/2014 | 07/2020 |
| Par Golf Of Columbus | Dublin | OH | 08/2020 | Present |
| Forestview Financial Partners, Llc | Delaware | OH | 03/2021 | Present |
Jack is a (non-owner) employee of Par Golf of Columbus (5863 Sawmill Rd., Dublin, OH 43017) as a sales associate. It is not investment related. He works about 20 hours a week, 2-3 days a week. His duties are to help customers choose the best golf equipment for their game and needs. He has worked there since August 2020. Some of this work is conducted during securities trading hours, but this doesn't interfere with his duties for Forestview Financial Partners due to the type of work he performs for the RIA firm.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-05-28 |
| S66 | Uniform Combined State Law Examination | 1999-03-25 |
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