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550 Polaris Parkway Suite 130, Westerville, OH 43082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-30 |
Branch Locations
550 Polaris Parkway Suite 130, Westerville, OH 43082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shaffer Capital | Westerville | OH | 06/2020 | 03/2026 |
| Shaffer Capital | Westerville | OH | 04/2026 | Present |
| St. Paul School | Westerville | OH | 03/2016 | 05/2018 |
| St. Francis Desales Highschool | Columbus | OH | 08/2018 | 06/2022 |
| Ohio Northern University | Ada | OH | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-28 |
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