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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-11-23 |
Branch Locations
1801 Watermark Drive Suite 300, Columbus, OH 43215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mount Vernon Nazarene University | Mount Vernon | OH | 01/2017 | 05/2019 |
| Miami University | Oxford | OH | 05/2015 | 12/2016 |
| Mount Vernon Nazarene University | Mount Vernon | OH | 05/2018 | 08/2018 |
| Nowe, Daugherty, And Assoc | Dublin | OH | 05/2018 | 08/2018 |
| Home Depot | Marysville | OH | 06/2016 | 07/2018 |
| Richwood Bank | Plain City | OH | 05/2018 | 01/2019 |
| Budros, Ruhlin & Roe | Columbus | OH | 05/2019 | 03/2023 |
| Corient | Columbus | OH | 11/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 |
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