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Christopher Stanley Bartkowski

Summit Financial Strategies Inc

Columbus, OH

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Current Employers
Summit Financial Strategies Inc

4111 Worth Ave. #510, Columbus, OH 43219-3599 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-06-28
  • OH RA
    APPROVED
    Since 2024-06-28

Branch Locations

4111 Worth Ave. #510, Columbus, OH 43219-3599 • 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
Squire Patton Boggs Columbus OH 03/2018 11/2019
Bloomberg Bna Columbus OH 01/2014 12/2017
Budros, Ruhlin & Roe Columbus OH 11/2019 03/2023
Corient Columbus OH 01/2023 09/2023
Summit Financial Strategies, Inc. Columbus OH 09/2023 Present
  • 03/2018 → 11/2019
    Squire Patton Boggs
    Columbus, OH
  • 01/2014 → 12/2017
    Bloomberg Bna
    Columbus, OH
  • 11/2019 → 03/2023
    Budros, Ruhlin & Roe
    Columbus, OH
  • 01/2023 → 09/2023
    Corient
    Columbus, OH
  • 09/2023 → Present
    Summit Financial Strategies, Inc.
    Columbus, OH
Previous Registrations
  • 2022-11-23 → 2023-09-06
    Corient
    Columbus, OH
    Miami, FL
  • 2020-11-10 → 2023-03-31
    Budros, Ruhlin & Roe
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-05
  • S65 Uniform Investment Adviser Law Examination
    2021-02-05
Designations
Other Names
  • Chris Bartkowski
  • Christopher Bartkowski

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
STRATEGIC ADVISERS LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

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