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6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-23 |
Branch Locations
6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States
1684 Medina Road Suite 100, Medina, OH 44256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virtus Fiduciary Consulting | Avon | OH | 08/2011 | Present |
| Pinnacle Advisors | Medina | OH | 07/2024 | Present |
| Bullseye Investment Management, Llc | Cincinnati | OH | 03/2019 | 06/2024 |
Virtus Fiduciary Consulting President, CO-Owner Virtus consults with retirement plan sponsors to facilitate duties and responsibilities to a standard of prudent care. Virtus does not recommend or sell investments. 37311 Harvest Dr. Avon, OH 44011 started August 2011 Currently, this business takes up about 1-2 hours a week of my work time. As President I am responsible for managing sales, and operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-04 |
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