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Kevin Michael Doll

Pds Planning Inc

Dublin, OH

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Current Employers
Pds Planning Inc

475 Metro Place S. Suite 460, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-08-31
  • OH RA
    APPROVED
    Since 2022-08-31

Branch Locations

475 Metro Place S. Suite 460, Dublin, OH 43017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hamilton Capital Management Inc Columbus OH 05/2015 08/2022
Pds Planning, Inc. Dublin OH 08/2022 Present
  • 05/2015 → 08/2022
    Hamilton Capital Management Inc
    Columbus, OH
  • 08/2022 → Present
    Pds Planning, Inc.
    Dublin, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-11-19
  • S65 Uniform Investment Adviser Law Examination
    2004-11-19
Designations

View on SEC IAPD

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BROOKSTONE WEALTH ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.
GOLDEN RESERVE RETIREMENT, LLC

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WILLIAM KEITH ROOT
Jacob Palmer Martin
Michael Klubnik
JESSICA ANNE Hultberg
Timothy Joseph Burkett
Abigail Rose
ANDREW PAUL KEELER
MARK D BEAVER

Other Offices

KEELER & NADLER FAMILY WEALTH · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
DELTA CAPITAL MANAGEMENT, INC. · DUBLIN, OH
MORGAN STANLEY · Dublin, OH
CETERA INVESTMENT ADVISERS LLC · DUBLIN, OH
BROOKSTONE WEALTH ADVISORS, LLC · Dublin, OH
VOYA FINANCIAL ADVISORS, INC. · Dublin, OH

More in Dublin, OH

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