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220 Mill Street Ste #23, Milford, OH 45150 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-22 |
| KS | RA | APPROVED | 2022-01-28 |
| MO | RA | APPROVED | 2017-08-24 |
| OH | RA | APPROVED | 2017-06-27 |
Branch Locations
Terrace Park, OH • United States
220 Mill Street Ste #23, Milford, OH 45150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Krilogy Financial | St Louis | MO | 04/2011 | 06/2017 |
| Kansas City Life Insurance Company | Kansas City | MO | 05/2011 | 06/2017 |
| Equitta Advisors, Llc | Milwaukee | WI | 06/2017 | Present |
1. James Pommert now owns a small ownership stake in HipaaTrek, LLC where he spends 1-5 hours a week on passive/private investments. 2. Mr. Pommert is a minority owner of Native Pet, a pet nutrition company. This activity accounts for less than 1 hour a week of Mr. Pommert's time. 3. Mr. Pommert is a licensed insurance professional which accounts for 6 hours a week of Mr. Pommert's time. 4. Mr. Pommert provides consulting services for various independent companies. This activity accounts for less than 1 hour a month of Mr. Pommert's time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-28 |
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