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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-03 |
| NC | RA | APPROVED | 2023-11-03 |
| OH | RA | APPROVED | 2023-11-03 |
Branch Locations
300 West Wilson Bridge Road Suite 320, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Envision Consulting Group Llc | Westerville | OH | 03/2008 | Present |
| Lpl Financial Llc | Westerville | OH | 03/2008 | 10/2016 |
| The Bishoff Financial Group | Worthington | OH | 10/2016 | Present |
| Cambridge Investment Research | Fairfield | IA | 10/2016 | 01/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2016 | 01/2022 |
| Fsc Securities Corporation | Worthington | OH | 01/2022 | 11/2023 |
| Osaic Wealth, Inc. | Worthington | OH | 11/2023 | Present |
1. GAREY FINANCIAL GROUP, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2016 ADDRESS: 300 W Wilson Bridge Road, Suite 320, Worthington OH 43085, United States DESCRIPTION: LLC that is used for income reporting purposes. 2. PHILLIP GAREY, INSURANCE AGENT POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2016 ADDRESS: 300 W Wilson Bridge Rd, Suite 320, Worthington OH 43085, United States DESCRIPTION: Fixed insurance sales on an as needed basis for clients. 3. PLANNERS TWO, LLC POSITION: Contributor for office expenses NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/17/2022 ADDRESS: 300 West Wilson Bridge Road, Suite 320, Worthington OH 43085, United States DESCRIPTION: Contributor for office expenses (ie rent and payroll) 4. VORISEK FINANCIAL CORPORATION POSITION: Partner, Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/17/2022 ADDRESS: 300 West Wilson Bridge Road, Suite 320, Worthington OH 43085, United States DESCRIPTION: DBA name for securities, insurance and advisory business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-26 |
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