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11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-05 |
Branch Locations
11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
159 Crocker Park Road Suite 400, West Lake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors, Llc | Denver | CO | 08/2014 | 08/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2017 | Present |
| Jason Orsky Wealth Management | Westlake | OH | 08/2017 | 06/2023 |
| Archer Investment Corporations | Camel | IN | 06/2023 | Present |
1) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, START AUGUST 2014, 10 HRS PER WEEK - VARIES DURING TRADING HOURS, INSURANCE AGENT - SELLS LIFE, ANNUITIES & LONG-TERM CARE. 2) KIWANIS CLUB, NOT INVESTMENT RELATED, WESTLAKE, OHIO, COMMUNITY SERVICE, START JANUARY 2012, 3 HOURS PER WEEK - NOT DURING TRADING HOURS, DIRECTOR - VICE PRESIDENT. 3) ROTARY CLUB, NOT INVESTMENT RELATED, WESTLAKE, OHIO, COMMUNITY SERVICE, START JANUARY 2013, 3 HOURS PER WEEK - NOT DURING TRADING HOURS, DIRECTOR. 4) GREAT LAKES PROPERTIES & INVESTMENTS. INVESTMENT RELATED. 671 COLUMBIA RD, #2, WEST LAKE, OH 44145. 1031 EXCHANGES. CEO. 11/2019. 15 HOURS PER MONTH/15 DURING TRADING HOURS. MARKETING, RESERACHING 1031 EXCHANGES, FACILITATING 1031 PROCESS. 5) WALKER WEALTH MANAGEMENT. INVESTMENT RELATED. 671 COLUMBIA ROAD, WESTLAKE OH 44145. S-CORP FOR RIA BUSINESS. OWNER. START 2014. 1 HOUR PER MONTH, NOT DURING TRADING. PASS THROUGH ENTITY FOR TAX REPORTING PURPOSES. 6) AVON VARSITY TENNIS COACH. NOT INVESTMENT RELATED. 37545 DETROIT ROAD, WESTLAKE OH 44145. COACH. START 8/2017. 40 HOURS PER MONTH, 5 DURING TRADING. COACH GIRLS TENNIS TEAM. 7) ARCHER INVESTMENT CORPORATION. INVESTMENT RELATED. 11711 N COLLEGE AVE, SUITE 200, CAMEL, IN 46032, INVESTMENT ADVISOR, START 6/2023, 120HRS/MONTH, 8/HRS DAY, INVESTMENT ADVISORY SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-08 |
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