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1401 Franklin Road, Sw, Roanoke, VA 24016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-10-17 |
| VA | RA | APPROVED | 2006-06-30 |
Branch Locations
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 |
|---|---|---|---|---|
| Guelich Financial Group | Roanoke | VA | 06/1998 | Present |
| Guelich Capital Management, Llc | Roanoke | VA | 04/2006 | Present |
| Oberlin Financial Corp | Bryan | OH | 02/2003 | Present |
GUELICH FINANCIAL GROUP - AGENT - 2001 FOR INSURANCE. LESS THAN 10 HOURS A MONTH. LIFE, HEALTH, INSURANCE, AND FIXED ANNUITIES - SALES & SERVICE OF INSURANCE PRODUCTS - COMMISSION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-13 |
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