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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-05 |
Branch Locations
6135 Memorial Drive Suite 103, Dublin, OH 43017 • United States
6125 Memorial Drive, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-02-25 |
Branch Locations
6125 Memorial Drive, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2009-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meeder Asset Management, Inc. | Dublin | OH | 04/2009 | Present |
| Summit Financial, Llc | Parsippany | NJ | 04/2024 | Present |
(1) J4 Holdings One, LLC. 1188 S. High Street, Columbus, OH. Investment related ownership in company engaged in purchase of real estate for rental and investment purposes. Beginning November, 2008, 1 hour per month, 0 during securities business hours. Limited oversight duties for third-party property management firm. (2) Meeder Investment Management, Inc.: Investment-related; Investment advisory business; Senior Vice President and shareholder in the company; www.meederinvestment.com; President, Meeder Public Funds; Duties: Management; Address: 6125 Memorial Drive, Dublin OH 43017; Start: April, 2009; 100 hours per month devoted to this outside activity; 100 hours during securities trading hours. (3) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Click Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-08-30 |
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