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5060 Parkcenter Ave. Suite A, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-07-25 |
Branch Locations
5060 Parkcenter Ave. Suite A, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Old Mohawk | Columbus | OH | 12/2011 | 12/2019 |
| Retirement Strategies, Ltd. | Dublin | OH | 09/2015 | Present |
Central Ohio Professional Education Council (COPEC) Central Ohio Professional Education Council (COPEC) - no permanent address. Meeting locations are rotated among board member offices and other free locations. Mail for the organization is sent to 5060 Parkcenter Avenue, Suite A, Dublin, Ohio, 43017. Non-investment related, non-profit 501(c)(3) organization offering a variety of educational opportunities for the community. Presenter. Deliver educational presentations regarding person finance. September 2016 10 total hours devoted per month 10 hours per month devoted during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-04 |
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