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4111 Worth Ave. #510, Columbus, OH 43219-3599 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-02 |
| TX | RA | APPROVED | 2025-12-01 |
Branch Locations
4111 Worth Ave. #510, Columbus, OH 43219-3599 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Financial Strategies Inc. | Columbus | OH | 09/2022 | Present |
| Summit Financial Strategies | Columbus | OH | 05/2022 | 08/2022 |
| Pds Planning | Dublin | OH | 06/2021 | 08/2021 |
| Ohio University | Athens | OH | 08/2019 | 08/2022 |
| Granville High School | Granville | OH | 11/2015 | 05/2019 |
1) Pataskala Partners LLC; not investment-related; Granville, OH; Real Estate; Storage Unit Management; started 06/2023; approximately 20 hours per month, 10 hours during securities trading hours; Market, manage, collections for storage facility. 2) BL Partners One, LLC; not investment-related; Buckeye Lake, OH; Real Estate; Storage Unit Management; started 06/2023; approximately 20 hours per month, 10 hours during securities trading hours; Market, manage, collections for storage facility.
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