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3789 Attucks Dr, Powell, OH 43065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2009-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Tree Financial Offices, Llc | Ashland | OH | 01/2003 | Present |
| Capital City Securities | Columbus | OH | 08/2008 | Present |
| Capital City Asset Management Group, Llc | Columbus | OH | 03/2009 | Present |
PAULY CPA INC INV RELATED: NO ADDRESS: 535 CLAREMONT AVE ASHLAND OH 44805 TITLE: CEO NATURE: FULL ACCOUNTING & TAX CONSULTATION & PREPARATION MANAGER DUTIES: CONSULTATION, TAX PREPARATION, & SUPERVISION OF STAFF START; 01/01/12 1500HR/YEAR. 6 1/2 HR/DAY DURING TRADING HOURS. OAK TREE FINANCIAL, LIMITED PARTNERSHIP, 1319 TR 1519, ASHLAND, OH ACCOUNTING AND RENTALS, 50% PARTNER, NON INVESTMENT RELATED, 2 HOUR PER MONTH, NO HOURS DURING TRADING STARTED 01/01/2013. PK PAULY LTD. 1319 TR 1503 ASHLAND OH 44805 STARTED: 8/1999. NOT INVESTMENT RELATED. TITLE: 46% PARTNER. ACCOUNTING & TAX PREP. NOT DURING TRADING HOURS. IMHOLF CEMETERY TRUST. 1260 SR 603 ASHLAND OH 44805. TITLE: SECRETARY/TREASURER. ACCOUNTING. NON PROFIT CEMETERY ASSN. NO FINCL INTEREST NO COMPENSATION. 10HRS/YR. ASHLAND CITY SCHOOLS FOUNDATION. PO BOX 186 ASHLAND OH 44805. 9/1/2018 TREASURER & BOARD MEMBER NO COMPENSATION. YOUNG MENS BUSINESS CLUB. PO BOX 394 ASHLAND OH 44805 9/26/2012 TREASURER. NON PROFIT NO COMPENSATION.
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