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4111 Worth Ave. #510, Columbus, OH 43219-3599 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-10 |
| OH | RA | APPROVED | 2025-12-02 |
Branch Locations
4111 Worth Ave. #510, Columbus, OH 43219-3599 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Financial Strategies Inc. | Columbus | OH | 06/2022 | Present |
| The Ohio State University | Columbus | OH | 08/2018 | 05/2022 |
| Troy Christian High School | Troy | OH | 08/2014 | 05/2018 |
| Summit Financial Strategies Inc. | Columbus | OH | 01/2020 | 04/2022 |
| Bank Of America | Columbus | OH | 06/2021 | 08/2021 |
| Outback Steakhouse | Dayton | OH | 05/2020 | 07/2021 |
| Equis Financial | Dayton | OH | 03/2019 | 01/2020 |
| Fair Valley Swim And Tennis | Dayton | OH | 06/2016 | 08/2019 |
Olentangy Orange Schools; not investment related; 2840 E Orange Rd, Lewis Center, OH 43035; education; Assistant Swim Coach; started 01/2024; approximately 20 hours per month, zero hours during securities trading hours; coach swimmers at their meets.
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