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Current Employers
Invest Capital Partners

550 S. Main Street, Springboro, OH 45066 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-05-29
  • OH RA
    APPROVED
    Since 2026-05-29

Branch Locations

5335 Far Hills Ave Suite 306, Kettering, OH 45429 • United States

550 S. Main Street, Springboro, OH 45066 • 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
Merten Capital Kettering OH 12/2024 Present
Self Employed Poker Player Las Vegas OH 09/2021 12/2024
Microsoft Redmond WA 10/2018 09/2021
Apptio Bellevue WA 11/2017 10/2018
Seattle Public Schools Seattle WA 08/2013 11/2017
  • 12/2024 → Present
    Merten Capital
    Kettering, OH
  • 09/2021 → 12/2024
    Self Employed Poker Player
    Las Vegas, OH
  • 10/2018 → 09/2021
    Microsoft
    Redmond, WA
  • 11/2017 → 10/2018
    Apptio
    Bellevue, WA
  • 08/2013 → 11/2017
    Seattle Public Schools
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-21
  • S65 Uniform Investment Adviser Law Examination
    2026-04-21

View on SEC IAPD

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