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James Donald Pisula

Accolade Asset/Liability Advisory Services

Columbus, OH

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Current Employers
Accolade Asset/Liability Advisory Services

8700 Orion Place Suite 100, Columbus, OH 43240-2078 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2025-01-01
TX RA APPROVED 2021-03-09
OH RA APPROVED 2019-04-29
  • MS RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2021-03-09
  • OH RA
    APPROVED
    Since 2019-04-29

Branch Locations

8700 Orion Place Suite 100, Columbus, OH 43240-2078 • 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
Accolade Investment Advisory Columbus OH 03/2019 Present
Ohio Treasurer Of State Columbus OH 09/2012 03/2019
  • 03/2019 → Present
    Accolade Investment Advisory
    Columbus, OH
  • 09/2012 → 03/2019
    Ohio Treasurer Of State
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-29
  • S65 Uniform Investment Adviser Law Examination
    2019-03-29
Other Names
  • Jd Pisula

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · 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
PARK AVENUE SECURITIES LLC · COLUMBUS, OH

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