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Powell, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tenacity Private Wealth | Powell | OH | 09/2024 | Present |
| Dgpenny Cpas + Advisors | Dublin | OH | 11/2020 | 09/2024 |
| Greif, Inc. | Delaware | OH | 10/2018 | 10/2020 |
| Blue & Co. Llc | Columbus | OH | 09/2015 | 10/2018 |
Traditional Properties LLC - Rental company; owner B.R.K Ventures, LLC - House remodeling and selling entity; owner Wolfpack Living, LLC - Bread company; CFO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-13 |
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