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Inactive

Matthew Tracey Lefelhoc

Whitcomb & Hess, Inc.

Ashland, OH

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Current Employers
Whitcomb & Hess, Inc.

1020 Cleveland Avenue, Ashland, OH 44805 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-05-17
  • OH RA
    APPROVED
    Since 2021-05-17

Branch Locations

1020 Cleveland Avenue, Ashland, OH 44805 • 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
Whitcomb & Hess, Inc. Ashland OH 06/2020 05/2021
The Ohio State University Columbus OH 08/2017 05/2021
Ashland City Schools Ashland OH 06/2017 08/2017
Ashland City Schools Ashland OH 07/2018 08/2018
School Ashland OH 01/2010 06/2017
Whitcomb & Hess, Inc. Ashland OH 05/2021 Present
Ashland City Schools Ashland OH 07/2019 08/2019
Green Valley Growers Ashland OH 05/2018 07/2018
Green Valley Growers Ashland OH 05/2019 07/2019
Green Valley Growers Ashland OH 04/2020 06/2020
The Ohio State University Columbus OH 01/2018 05/2018
The Ohio State University Columbus OH 10/2019 05/2020
The Ohio State University Columbus OH 08/2019 03/2020
  • 06/2020 → 05/2021
    Whitcomb & Hess, Inc.
    Ashland, OH
  • 08/2017 → 05/2021
    The Ohio State University
    Columbus, OH
  • 06/2017 → 08/2017
    Ashland City Schools
    Ashland, OH
  • 07/2018 → 08/2018
    Ashland City Schools
    Ashland, OH
  • 01/2010 → 06/2017
    School
    Ashland, OH
  • 05/2021 → Present
    Whitcomb & Hess, Inc.
    Ashland, OH
  • 07/2019 → 08/2019
    Ashland City Schools
    Ashland, OH
  • 05/2018 → 07/2018
    Green Valley Growers
    Ashland, OH
  • 05/2019 → 07/2019
    Green Valley Growers
    Ashland, OH
  • 04/2020 → 06/2020
    Green Valley Growers
    Ashland, OH
  • 01/2018 → 05/2018
    The Ohio State University
    Columbus, OH
  • 10/2019 → 05/2020
    The Ohio State University
    Columbus, OH
  • 08/2019 → 03/2020
    The Ohio State University
    Columbus, OH
Other Businesses

09/2021 Independent Licensed insurance Agent; Investment Related; Ashland, Ohio; Type of insurance sold: Accident & Health, Life

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-19
  • S65 Uniform Investment Adviser Law Examination
    2021-04-19
Designations

View on SEC IAPD

Other Firms

COMPASS PLANNING, LLC
LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LIVELSBERGER FINANCIAL ADVISORY
LIGHTHOUSE WEALTH MANAGEMENT, INC.
CROSBY ADVISORY GROUP, LLC
COMMONWEALTH FINANCIAL NETWORK

Other Investors

CHAD ANDREW BROWN
Mitchell Joseph Noel
Brianna Rose Noel
Mark Andrew McBride
Jenna M McBride
Tiffany Koster
RYAN TIMOTHY GILMER
Tammy Lynn Higgins

Other Offices

COMPASS PLANNING, LLC · ASHLAND, OH
LPL FINANCIAL LLC · ASHLAND, OH
EDWARD JONES · ASHLAND, OH
EDWARD JONES · ASHLAND, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Ashland, OH
LIVELSBERGER FINANCIAL ADVISORY · ASHLAND, OH
LIGHTHOUSE WEALTH MANAGEMENT, INC. · ASHLAND, OH
CROSBY ADVISORY GROUP, LLC · ASHLAND, OH

More in Ashland, OH

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