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5005 Horizons Drive Suite 200, Columbus, OH 43220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-10 |
Branch Locations
5005 Horizons Drive Suite 200, Columbus, OH 43220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meyers Wealth Management | Columbus | OH | 12/2024 | Present |
| Coastal Ridge Real Estate | Columbus | OH | 09/2023 | 12/2024 |
| Pricewaterhousecoopers | Columbus | OH | 10/2021 | 09/2023 |
| Unemployed | Columbus | OH | 05/2021 | 10/2021 |
| Loyola University Chicago | Columbus | OH | 08/2017 | 05/2021 |
| Unemployed | Columbus | OH | 05/2017 | 08/2017 |
| Bishop Watterson High School | Columbus | OH | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-29 |
| S66 | Uniform Combined State Law Examination | 2025-02-24 |
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