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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-11-23 |
Branch Locations
1801 Watermark Drive Suite 300, Columbus, OH 43215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Budros, Ruhlin & Roe | Columbus | OH | 06/2002 | 03/2023 |
| Cipw Service Company, Llc | Toronto | 01/2022 | 07/2023 | |
| Corient | Columbus | OH | 11/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
Name of Business: Hilliard Education Foundation Investment-related: No Address: 5323 Cemetery Road, Hilliard, OH 43026 Nature of Business: Education Foundation - provides grants to Hilliard City School District staff and scholarships to district students. Position: Treasurer Start date: December 2015 Hours/Month: 2 Hours/Month During Security Trading Hours: 0 Duties: Attend monthly meetings, volunteer at Foundation events and report out on the Foundation's investments. Name of Business: Davidson High Music Booster Investment-related: Yes Address: Hilliard Davidson High School, 5100 Davidson Road, Hilliard, OH 43026 Nature of Business: Charitable - support Hilliard Davidson High School music program Position: Expense Treasurer Start date: 7/1/2024 Hours/Month: 4 Hours/Month During Security Trading Hours: 0 Duties: I am responsible for cutting checks to cover expenses associated with Hilliard Davidson High School's music programs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-01-19 |
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