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2130 Quarry Trails Dr 1St Floor, Columbus, OH 43228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-02-15 |
Branch Locations
2130 Quarry Trails Dr 1St Floor, Columbus, OH 43228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wagenbrenner Development | Columbus | OH | 10/2013 | 08/2020 |
| Windsor Advisory Group | Columbus | OH | 11/2020 | Present |
WAZ Properties LLC, WAZ Properties Two, LLC - These are investment portfolios of rental properties, managed by a third party. Address is 9 Ealy Crossing, New Albany, OH 43054. I am a partner in these entities. Wagenbrenner Grandview Crossing, LLC; Jeffrey New Day Apartments, LLC; Ridge Street Properties, LLC; 1206 N 4th QOF, LLC; Grant Park Homes, LLC; Wagenbrenner Marble Cliff Canyon, LLC; Marble Cliff Canyon, LLC; Weinland Park Development, LLC; Wagenbrenner Jeffrey Holdings, LLC; Wagenbrenner Jeffrey Holdings 2, LLC; Wagenbrenner Jeffrey Holdings 3, LLC; Grant Park Apartments Five; 810 Redevelopment, Inc; Wagenbrenner Perry, LLC;. - These are investment portfolios of rental properties, managed by a third party. Address is 842 N. 4th Street, Columbus, OH 43215. I am a partner in these entities. McWags, LLC; Muskie Irish, LLC, - These are investment portfolios of rental properties, managed by a third party. Address is 751 Northwest Blvd #300, Grandview Hts, OH 43212. I am a partner in these entities. MMcClimon Inc. - I serve as the president of this entity and spend 4 hrs per month. I perform real estate consulting services. Kessler & Ballenger - I am an employee of this entity. It is located at 7650 Rivers Edge Drive, Ste 220, Columbus, OH 43235. I perform tax compliance and estimates. I spend 60 hours/month with this firm. Wagenbrenner Management - I have a consulting agreement with this entity. It is located at 751 Northwest Blvd, Columbus, OH 43215. I spend 2 hrs/month with this entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-15 |
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