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38-A Commerce Park Drive, Westerville, OH 43082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-08-09 |
Branch Locations
38-A Commerce Park Drive, Westerville, OH 43082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jericho Financial | Columbus | OH | 11/2019 | Present |
| North Star Cafe | Westerville | OH | 05/2017 | 11/2019 |
| Scramblers | Pickerington | OH | 04/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-01 |
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