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Current Employers
Csenge Advisory Group, Llc

4755 East Bay Drive, Clearwater, FL 33764 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-27
OH RA APPROVED 2025-03-27
  • CO RA
    APPROVED
    Since 2025-03-27
  • OH RA
    APPROVED
    Since 2025-03-27

Branch Locations

Canal Winchester, OH • United States

4755 East Bay Drive, Clearwater, FL 33764 • 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
Nationwide Financial Columbus OH 04/2016 04/2021
Nsllc Columbus OH 11/2016 10/2018
Kestra Advisory Services, Llc Canal Winchester OH 06/2021 02/2023
Wealthpoint, Llc Phoenix AZ 04/2021 05/2023
Tracht Financial Solutions Canal Winchester OH 02/2023 05/2023
Jackson Hewitt Columbus OH 01/2019 04/2019
Fedex Ground Groveport OH 10/2019 06/2020
Mcdonald's Canal Winchester OH 07/2017 01/2018
Edward Jones St Louis MO 05/2023 11/2023
Madison Avenue Securities San Diego CA 12/2023 Present
Impact Wealth Llc Boulder CO 11/2023 Present
Csenge Advisory Group Clearwater FL 03/2025 Present
  • 04/2016 → 04/2021
    Nationwide Financial
    Columbus, OH
  • 11/2016 → 10/2018
    Nsllc
    Columbus, OH
  • 06/2021 → 02/2023
    Canal Winchester, OH
  • 04/2021 → 05/2023
    Wealthpoint, Llc
    Phoenix, AZ
  • 02/2023 → 05/2023
    Tracht Financial Solutions
    Canal Winchester, OH
  • 01/2019 → 04/2019
    Jackson Hewitt
    Columbus, OH
  • 10/2019 → 06/2020
    Fedex Ground
    Groveport, OH
  • 07/2017 → 01/2018
    Mcdonald's
    Canal Winchester, OH
  • 05/2023 → 11/2023
    St Louis, MO
  • 12/2023 → Present
    Madison Avenue Securities
    San Diego, CA
  • 11/2023 → Present
    Impact Wealth Llc
    Boulder, CO
  • 03/2025 → Present
    Csenge Advisory Group
    Clearwater, FL
Previous Registrations
Other Businesses

1.) Name: Impact Wealth; Address: 4770 Baseline Rd Suite 380, Boulder, CO 80303; Investment Related: Yes; Position: Wealth Advisor; Duties: Servicing existing clients, selling services to new clients, financial planning, and product experience; Hours Per Week: 40 Hours; Start Date: 11/13/2023; 2.) Name: Csenge Advisory Group; Address: 4755 E Bay Dr, Clearwater, FL 33764; Investment Related: Yes; Position: Investment Advisor Representative; Duties: Comprehensive wealth services; Hours Per Week: 10 Hours; Start Date: 11/20/2023

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-15
S63 Uniform Securities Agent State Law Examination 2018-07-31
  • S65 Uniform Investment Adviser Law Examination
    2019-08-15
  • S63 Uniform Securities Agent State Law Examination
    2018-07-31
Other Names
  • Garrett Tracht
  • Garrett Scott Thomas Tracht

View on SEC IAPD

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