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1550 Old Henderson Road Suite E-273, Columbus, OH 43220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-02 |
| OH | RA | APPROVED | 2021-12-20 |
Branch Locations
1550 Old Henderson Road Suite E-273, Columbus, OH 43220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ohio State University | Columbus | OH | 06/2016 | 06/2017 |
| Student | Columbus | OH | 06/2016 | 05/2020 |
| Claire De Leigh | Columbus | OH | 06/2017 | 03/2020 |
| Northwestern Mutual | Columbus | OH | 08/2020 | 08/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2021 | 12/2022 |
| Graver Capital Management | Columbus | OH | 08/2021 | Present |
1) Fixed Insurance; Investment Related; 1550 Old Henderson Road Unit E-273, Columbus, OH 43220; Fixed/Traditional Insurance; Title - Agent; Start - 8/2021; 10 Hrs/Mth; 10 During Securities Trading Hrs; Sales of Fixed/Traditional Insurance Products. 2) Claire de Leigh; Non-Investment Related; 1369 Grandview Ave, Columbus OH 43212; Restaurant; Title - Manager; Start - 10/2017; 4 Hrs/Mth; 0 During Securities Trading Hrs; Maintaining Restaurant Operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-31 |
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