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41 S High St Ste 3400, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2011-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wolfe Financial Llc | Columbus | OH | 12/2007 | Present |
| Garlikov & Associates, Inc | Columbus | OH | 01/2003 | Present |
| E & M Risk Management | Columbus | OH | 12/2007 | Present |
| M R Wolfe & Associates Llc | Columbus | OH | 08/2006 | Present |
| Wolfe Planning, Llc | Columbus | OH | 01/2006 | Present |
1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 2 HOURS PER MONTH, NONE DURING TRADING. 2)OWNER OF A CPA FIRM, M. R. WOLFE & ASSOCIATES, LLC, 4200 REGENT STREET SUITE 200 COLUMBUS OHIO 43219. BEGAN 8/06. NOT INVEST RELATED. DEVOTES 20 HRS/WK, 10 HRS/WK DURING TRADING. 3)OWNER OF WOLFE PLANNING, A CPE PROVIDER IN OHIO, DEVOTES 8 HRS/MNTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-30 |
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