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760 Communications Parkway Suite 200, Columbus, OH 43214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-09 |
Branch Locations
760 Communications Parkway Suite 200, Columbus, OH 43214 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 03/2016 | 05/2017 |
| Halite Partners, Llc | Columbus | OH | 03/2017 | 06/2018 |
| Hamilton Capital Management, Inc. | Columbus | OH | 06/2018 | 02/2019 |
| Trinity Financial Advisors Llc | Columbus | OH | 03/2026 | Present |
| Whitney Peak Capital | Boston | MA | 03/2019 | 10/2021 |
| Bxe Capital | Denver | CO | 10/2021 | Present |
1) Waymaker Holdings, LLC; not investment-related; 5389 Medallion Dr W, Westerville, OH 43082; consulting; employee; started 01/2025; approximately 40 hours per month, all during securities trading hours; consulting duties. 2) BXE Capital; investment-related; 1001 Bannock St, Suite 1077, Denver, CO 80204; Hedge fund / venture capital; Director of Research; started 10/2021; approximately 40 hours per month, all during securities trading hours; investment activities and research.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-17 |
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