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5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-30 |
| OH | RA | APPROVED | 2020-11-11 |
Branch Locations
5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Sylvania | OH | 04/2016 | 11/2020 |
| Venture Visionary Partners Llc | Sylvania | OH | 11/2020 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2020 | 02/2023 |
1) Ohio Highway Patrol Retirement System. Investment Related. 1900 Polaris Parkway, Suite 201, Columbus OH 43240. Board Member, oversee investment manager. Start 8/2022. 2hrs/month, 2hrs/ during trading hours. 2) 4/2024 Toledo Opera Endowment Committee. Investment Related. 425 Jefferson Ave Toledo OH 43604. Board Member. Board duties associated with financial decisions of the foundation. less than 1hr/ during trading hours. 3) Diocese of Toledo Investment Committee, Investment Related, 1933 Spielbusch Ave, Toledo, OH 43604, Committee Member, review outside investment manager(s) for Diocese, start 01/2019, 1 hour per month outside trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-09 |
| S65 | Uniform Investment Adviser Law Examination | 2001-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-21 |
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