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230 West Street Suite 500, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-05-31 |
Branch Locations
230 West Street Suite 500, Columbus, OH 43215 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Opers | Columbus | OH | 10/2008 | 10/2017 |
| Sws Partners, Llc | Columbus | OH | 11/2017 | Present |
The 1976 Club 3535 Commerce Rd, Orchard Lake, MI 48324, Director, Board of Directors. The 1976 Club oversees Orchard Lake St Mary's School Rowing Program, including operational budget and endowment formation/management. Start date: 7/25/2025 , Approximately 5 hours per month is spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-06 |
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