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Joshua A Gallogly

Milestones Financial

Columbus, OH

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Current Employers
Milestones Financial

Columbus, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-10-07
  • OH RA
    APPROVED
    Since 2021-10-07

Branch Locations

Columbus, OH • 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
Osu Wexner Medical Center Columbus OH 11/2013 06/2021
First Heartland Capital Inc. Lake St. Louis MO 01/2020 01/2021
Milestones Financial, Llc Columbus OH 08/2020 Present
Practical Financial Planning Rocky River OH 03/2022 05/2022
  • 11/2013 → 06/2021
    Osu Wexner Medical Center
    Columbus, OH
  • 01/2020 → 01/2021
    First Heartland Capital Inc.
    Lake St. Louis, MO
  • 08/2020 → Present
    Milestones Financial, Llc
    Columbus, OH
  • 03/2022 → 05/2022
    Practical Financial Planning
    Rocky River, OH
Other Businesses

Sole proprietor, owner, landlord. Not investment related. Owner 100%. Owner-occupant 4-unit building under rep's SSN. Receive monthly rent. Start 9/1/12.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-30
  • S66 Uniform Combined State Law Examination
    2020-05-30
Designations

View on SEC IAPD

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