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Clayton A Hall

Windsor Advisory Group, LLC

Columbus, OH

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Current Employers
Windsor Advisory Group, Llc

2130 Quarry Trails Dr 1St Floor, Columbus, OH 43228 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-08-23
  • OH RA
    APPROVED
    Since 2018-08-23

Branch Locations

2130 Quarry Trails Dr 1St Floor, Columbus, OH 43228 • 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
J.P. Morgan Institutional Investments Inc. Westerville OH 06/2014 07/2018
Jpmorgan Investment Management Inc. Westerville OH 06/2014 07/2018
Windsor Advisory Group, Llc Columbus OH 08/2017 Present
  • 06/2014 → 07/2018
    J.P. Morgan Institutional Investments Inc.
    Westerville, OH
  • 06/2014 → 07/2018
    Jpmorgan Investment Management Inc.
    Westerville, OH
  • 08/2017 → Present
    Windsor Advisory Group, Llc
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-07
S63 Uniform Securities Agent State Law Examination 2008-07-16
  • S65 Uniform Investment Adviser Law Examination
    2008-08-07
  • S63 Uniform Securities Agent State Law Examination
    2008-07-16

View on SEC IAPD

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