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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-02 |
| OH | RA | APPROVED | 2018-10-26 |
| TX | RA | APPROVED | 2018-10-26 |
Branch Locations
6515 Longshore Loop Ste 200, Dublin, OH 43017 • United States
Miami, FL • United States
Dublin, OH • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Upper Arlington | OH | 10/2008 | 10/2018 |
| Wells Fargo Clearing Services Llc | Dublin | OH | 10/2018 | Present |
PETRA PROPERTIES LLC; INV. RELATED; DUBLIN, OH; 100% OWNERSHIP; START 1/1/2011; 1 HR PER MONTH; 0 HRS DURING TRADING; HOLDS RENTAL PROPERTY RENTAL PROPERTY; INV RELATED; COLUMBUS, OH; 100% OWNERSHIP; START 11/3/2017; 2 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY; INV RELATED; COLUMBUS, OH; 100% OWNERSHIP; START 8/22/2018; 2 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY; INV. RELATED; MIAMI,FL; 100% OWNERSHIP; START 5/28/2021; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER. | LLC; INV RELATED; DRY RIDGE, KY; 50% OWNERSHIP; 07/2025; 1 HOUR PER MONTH; 0 DURING TRADING; ACQUIRE, OPERATE, AND SELL REAL ESTATE | FRONT SEAT PROPERTIES. LLC; INV RELATED; COLUMBUS, OH; 50% OWNERSHIP; 08/2025; 1 HOUR PER MONTH; 0 DURING TRADING; REAL ESTATE PROPERTIES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-01-30 |
| S65 | Uniform Investment Adviser Law Examination | 2001-11-13 |
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