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612 Office Parkway Suite B, Westerville, OH 43082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2002-10-11 |
Branch Locations
612 Office Parkway Suite B, Westerville, OH 43082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 08/1997 | 02/2019 |
| Private Client Services | Westerville | OH | 02/2019 | Present |
| Swisher Financial Concepts, Inc. | Westerville | OH | 01/2011 | 12/2022 |
| Swisher Financial Concepts, Inc. | Westerville | OH | 01/2023 | Present |
1) SWISHER FINANCIAL CONCEPTS, INC. 612 OFFICE PARKWAY, SUITE B, WESTERVILLE, OH 43082. COMPREHENSIVE, FEE-BASED FINANCIAL ADVISORY FIRM AND INSURACE AGENCY. PRESIDENT/CCO-MANAGEMENT OF OVERALL OPERATOIN AND PRIMARILY RESPONSIBLE FOR BUSINESS DEVELOPMENT. 160 HOURS/MO; 130 DURING TRADING HOURS. 2) KIDMAN, LLC. 612 OFFICE PARKWAY, SUITE B, WESTERVILLE, OH 43082. REAL ESTATE OWNERSHIP. 50% MEMBER WITH MY SPOUSE OWNING THE OTHER 50%. MEMBER, COLLECT RENT FROM BUILING TENANT AND PAY COSTS OF BUILDING OWNERSHIP. ALL BOOKKEEPING. 1 HR/MO; 1 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-15 |
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