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4200 Regent Street, Suite 200, Columbus, OH 43219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-12 |
| LA | RA | APPROVED | 2021-03-01 |
| OH | RA | APPROVED | 2019-12-17 |
Branch Locations
4200 Regent Street, Suite 200, Columbus, OH 43219 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Isagenix Dba Phy-Nancially Fit | Chandler | AZ | 04/2013 | Present |
| Phy-Nancially Fit Llc | Columbus | OH | 07/2013 | Present |
| Hardiman Investment Management Inc | Columbus | OH | 07/2016 | Present |
| First Heartland Capital Inc | Lake St Louis | MO | 07/2016 | 10/2019 |
| Diamond Equity Advisors, Llc | Columbus | OH | 11/2019 | Present |
ISAGENIX DBA PHY-NANCIALLY FIT 2225 CHANDLER, ARIZONA 85286 MARKETING NUTRITIONAL SUPPLEMENTS AND COACHING AND DEVELOPMENT OF NEWER REPS. STARTED 04/26/2013 INDEFINITE TERM. 5-10 HOURS A WEEK. PROVIDE HEALTH AND WELLNESS SOLUTIONS THROUGH DIRECT SELLING OF NUTRITIONAL SUPPLEMENTS. PHY-NANCIALLY FIT LLC. WEB-BASED COMPANY PROVIDING HEALTH AND MONEY MANAGEMENT ADVICE AND EDUCATION. LIFETIME FITNESS PERSONAL TRAINER. PART TIME EVENINGS AND SATURDAYS. NO MORE THAN 18 HRS. PER WEEK INSURANCE SALES LINCOLN HERTIAGE, ALLIANZ, MASS MUTUAL. Stone Gate Properties LLC; Owner; Investment Related; Location: 7325 Stone Gate Drive New Albany OH 43054; Description: LLC set up to Acquire Rental Properties ; Responsibilities Duties: Acquire and Finance Real-Estate Properties ; Start date: 2024-01-27; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 5.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-15 |
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