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Paul Barclay Geiger

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 2025-07-22
  • OH RA
    APPROVED
    Since 2025-07-22

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
Fidelity Brokerage Services Llc Covington KY 02/2016 07/2017
Ftj Fundchoice Llc Hebron KY 08/2017 08/2018
Meeder Investment Management Dublin OH 08/2018 07/2025
Windsor Advisory Group Columbus OH 07/2025 Present
  • 02/2016 → 07/2017
    Fidelity Brokerage Services Llc
    Covington, KY
  • 08/2017 → 08/2018
    Ftj Fundchoice Llc
    Hebron, KY
  • 08/2018 → 07/2025
    Meeder Investment Management
    Dublin, OH
  • 07/2025 → Present
    Windsor Advisory Group
    Columbus, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-31
S63 Uniform Securities Agent State Law Examination 2016-03-25
  • S65 Uniform Investment Adviser Law Examination
    2018-05-31
  • S63 Uniform Securities Agent State Law Examination
    2016-03-25
Other Names
  • Paul Geiger

View on SEC IAPD

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