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2130 Quarry Trails Dr 1St Floor, Columbus, OH 43228 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-25 |
Branch Locations
2130 Quarry Trails Dr 1St Floor, Columbus, OH 43228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Windsor Advisory Group | Dublin | OH | 01/2025 | Present |
| Kpmg Llp | Columbus | OH | 01/2023 | 12/2024 |
| Kent State University | Kent | OH | 08/2019 | 12/2022 |
| Waite And Sons Funeral Home | Medina | OH | 01/2019 | 12/2019 |
| Full-Time Education | Brunswick | OH | 01/2015 | 01/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-19 |
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