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5005 Horizons Dr Suite 100, Columbus, OH 43220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-01-31 |
Branch Locations
5005 Horizons Dr Suite 100, Columbus, OH 43220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2015 | 10/2018 |
| Sws Partners | Columbus | OH | 10/2015 | Present |
| One Brick Capital, Llc | Columbus | OH | 01/2019 | Present |
1. SWS PARTNERS. INVESTMENT RELATED. 807 KINNEAR RD, SUITE 100 COLUMBUS, OH 43212. WEALTH MANAGEMENT. PARTNER/FINANCIAL ADVISOR. START 11/3/2015. 170 HOURS/MONTH 160 DURING TRADING. MANAGE ASSETS AND STRATEGIES FOR CLIENTS BASED ON THEIR NEEDS, TIME HORIZON, RISK TOLERANCE, ETC. 2. CRM BINDS LLC. NOT INVESTMENT RELATED. 4270 SHELBOURNE LANE COLUMBUS, OH 43220. PERSONAL ACCOUNTING. SALE. 11/3/15. 0 HOURS/MONTH, 0 DURING TRADING. ACCOUNTANT ADVISED TO SETUP THIS LLC TO DERIVE A TAX BENEFIT. NO ACTIVE ROLE. 2.STAFFORD BROTHERS, LLC. NOT INVESTMENT RELATED. 4270 SHELBOURNE LANE, COLUMBUS OH 43220. PARTNERSHIP FORMED TO HOLD A FAMILY PROPERTY. PARTNER. START 09/01/2007. 0 HOURS. I HAVE NO DUTIES WITHIN THE PARTNERSHIP AS THERE ARE NO CURRENT OR PROSPECTIVE HOLDINGS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-16 |
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