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5200 Rings Road, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Probank Austin | Toledo | OH | 06/2020 | 10/2020 |
| Batelle | Columbus | OH | 05/2020 | 05/2020 |
| Muirfield Village | Dublin | OH | 05/2017 | 08/2017 |
| Copper Run Capital | Columbus | OH | 05/2019 | 12/2019 |
| The Ohio State University | Columbus | OH | 08/2015 | 05/2019 |
| The Ohio State University | Columbus | OH | 08/2019 | 05/2020 |
| Ameritas Investment Company, Llc | Lincoln | NE | 10/2020 | 01/2023 |
| Hamilton Capital | Columbus | OH | 02/2020 | 04/2020 |
| Wilcox Financial | Toledo | OH | 11/2020 | 01/2023 |
| Wilcox Sports Managment | Toledo | OH | 10/2020 | 01/2023 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 01/2023 |
| Everhart Advisors | Dublin | OH | 03/2023 | Present |
Vice President of Business Partners for the Human Resources Association of Central Ohio (HRACO)....not investment related....4010 Executive Park Dr, West Chester Township, OH 45241....responsible for developing, implementing, and promoting marketing opportunities to HRACO members and organizations seeking to engage with the HRACO community....three-year commitment....no compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-01 |
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