Best Investors Account Sign in
Employer firm

Nationwide Investment Advisors, LLC CRD 142373

$16.7B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Nationwide Investment Advisors, Llc

One Nationwide Plaza 03-07-202, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-06-22
  • OH RA
    APPROVED
    Since 2026-06-22

Branch Locations

One Nationwide Plaza 03-07-202, Columbus, OH 43215 • 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
Gwfs Equities, Inc. Overland Park KS 10/2015 05/2017
John Hancock Boston MA 05/2017 04/2019
John Hancock Disributors Llc Boston MA 06/2017 04/2019
Lincoln Financial Advisors Corporation Philadelphia PA 04/2019 04/2024
Bolton Investment Towson MD 04/2024 06/2026
Nationwide Investment Services Corporation Columbus OH 06/2026 Present
  • 10/2015 → 05/2017
    Gwfs Equities, Inc.
    Overland Park, KS
  • 05/2017 → 04/2019
    John Hancock
    Boston, MA
  • 06/2017 → 04/2019
    John Hancock Disributors Llc
    Boston, MA
  • 04/2019 → 04/2024
    Lincoln Financial Advisors Corporation
    Philadelphia, PA
  • 04/2024 → 06/2026
    Towson, MD
  • 06/2026 → Present
    Nationwide Investment Services Corporation
    Columbus, OH
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-07-20
S65 Uniform Investment Adviser Law Examination 2024-05-16
  • S63 Uniform Securities Agent State Law Examination
    2026-07-20
  • S65 Uniform Investment Adviser Law Examination
    2024-05-16

View on SEC IAPD

More in Columbus, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor