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Current Employers
Capital City Asset Management Group, Llc

3789 Attucks Dr, Powell, OH 43065 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-06-28
  • OH RA
    APPROVED
    Since 2023-06-28

Branch Locations

3789 Attucks Dr, Powell, OH 43065 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital City Partners,Inc Columbus OH 07/2015 11/2017
Hildebrand Financial Group Columbus OH 11/2006 Present
Kestra Investment Services, Llc Mansfield OH 12/2017 Present
Kestra Advisory Services, Llc Mansfield OH 12/2017 Present
  • 07/2015 → 11/2017
    Capital City Partners,Inc
    Columbus, OH
  • 11/2006 → Present
    Hildebrand Financial Group
    Columbus, OH
  • 12/2017 → Present
    Kestra Investment Services, Llc
    Mansfield, OH
  • 12/2017 → Present
    Mansfield, OH
Previous Registrations
Other Businesses

The Hildebrand Financial, LLC 3789 Attucks Dr, Powell, OH 43065-6080 11/15/2006 Industry Related Sell and service Life, Health, Disability and Long Term Care insurance as well as sharing in the sale of Property and Casualty insurance. Hildebrand Financial Group also sells college planning SAT/ACT prep programs as part of a college planning package. HFG also provides the pro-shop for the martial arts program at the YMCA at no profit. Owner and Managing Agent Operated with Personal Assets 10 hours per week, 5 during market hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-20
S63 Uniform Securities Agent State Law Examination 2005-01-04
  • S65 Uniform Investment Adviser Law Examination
    2008-02-20
  • S63 Uniform Securities Agent State Law Examination
    2005-01-04

View on SEC IAPD

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