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Theresa Lechard

The Joseph Group Capital Management

Columbus, OH

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Current Employers
The Joseph Group Capital Management

605 South Front Street Suite 100, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-07-13
  • OH RA
    APPROVED
    Since 2024-07-13

Branch Locations

605 South Front Street Suite 100, Columbus, OH 43215 • 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
Edward Jones St Louis MO 12/2018 03/2021
Maryview Inspection Service Centerburg OH 02/2014 12/2018
Olive Garden Columbus OH 05/2017 08/2017
Hilton Hotels Columbus OH 05/2017 07/2017
Franciscan University Steuenville OH 09/2017 12/2017
Franciscan University Columbus OH 09/2016 05/2017
Franciscan University Steubenville OH 08/2015 05/2018
The Joseph Group Capital Management Columbus OH 03/2021 07/2024
The Joseph Group Capital Management Columbus OH 07/2024 Present
  • 12/2018 → 03/2021
    Edward Jones
    St Louis, MO
  • 02/2014 → 12/2018
    Maryview Inspection Service
    Centerburg, OH
  • 05/2017 → 08/2017
    Olive Garden
    Columbus, OH
  • 05/2017 → 07/2017
    Hilton Hotels
    Columbus, OH
  • 09/2017 → 12/2017
    Franciscan University
    Steuenville, OH
  • 09/2016 → 05/2017
    Franciscan University
    Columbus, OH
  • 08/2015 → 05/2018
    Franciscan University
    Steubenville, OH
  • 03/2021 → 07/2024
    The Joseph Group Capital Management
    Columbus, OH
  • 07/2024 → Present
    The Joseph Group Capital Management
    Columbus, OH
Previous Registrations
  • 2019-02-21 → 2021-03-29
    Edward Jones
    Centerburg, OH
    St Louis, MO
    Tempe, AZ
    Delaware, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-19
  • S66 Uniform Combined State Law Examination
    2019-02-19
Designations
Other Names
  • Theresa Lechard
  • Theresa Mary Lechard
  • Theresa Mary Lechard

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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SIGNATURE EQUITY PARTNERS, LLC
STRATEGIC ADVISERS LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

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