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Nicholas Jeffery Daniel

Columbus Wealth Management

Dublin, OH

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Current Employers
Columbus Wealth Management

6605 Longshore Street Suite 240 #190, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-03-29
OH RA APPROVED 2021-12-16
  • TX RA
    APPROVED_RES
    Since 2022-03-29
  • OH RA
    APPROVED
    Since 2021-12-16

Branch Locations

6605 Longshore Street Suite 240 #190, Dublin, OH 43017 • 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
Windsor Advisory Group Columbus OH 11/2014 10/2021
Columbus Wealth Management Columbus OH 10/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-29
  • S65 Uniform Investment Adviser Law Examination
    2019-08-29
Other Names
  • Nick Jeffery Daniel

View on SEC IAPD

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Other Offices

KEELER & NADLER FAMILY WEALTH · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
DELTA CAPITAL MANAGEMENT, INC. · DUBLIN, OH
MORGAN STANLEY · Dublin, OH
CETERA INVESTMENT ADVISERS LLC · DUBLIN, OH
BROOKSTONE WEALTH ADVISORS, LLC · Dublin, OH
VOYA FINANCIAL ADVISORS, INC. · Dublin, OH

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