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Carter Elizabeth Gerlach

Windsor Advisory Group, LLC

Columbus, OH

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Current Employers
Windsor Advisory Group, Llc

2130 Quarry Trails Dr 1St Floor, Columbus, OH 43228 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-09-17
  • OH RA
    APPROVED
    Since 2019-09-17

Branch Locations

2130 Quarry Trails Dr 1St Floor, Columbus, OH 43228 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Columbus Foundation Columbus OH 06/2016 08/2019
Windsor Advisory Group Columbus OH 08/2019 Present
  • 06/2016 → 08/2019
    The Columbus Foundation
    Columbus, OH
  • 08/2019 → Present
    Windsor Advisory Group
    Columbus, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-03-25
  • S63 Uniform Securities Agent State Law Examination
    2013-03-25
Designations
Other Names
  • Carter Hatch
  • Carter Elizabeth Hatch

View on SEC IAPD

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