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Mark Steven Coffey

Summit Financial Strategies Inc

Columbus, OH

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Current Employers
Summit Financial Strategies Inc

4111 Worth Ave. #510, Columbus, OH 43219-3599 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2010-07-08
  • OH RA
    APPROVED
    Since 2010-07-08

Branch Locations

4111 Worth Ave. #510, Columbus, OH 43219-3599 • 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
Summit Financial Strategies, Inc. Columbus OH 07/2010 Present
Previous Registrations
Other Businesses

BUSINESS NAME: 644 PEARL LLC; THE BUSINESS IS NOT INVESTMENT-RELATED; ADDRESS: 644 JAEGER ST., COLUMBUS, OH 43206; NATURE: RENTAL REAL ESTATE; TITLE: MANAGING MEMBER; START DATE: 4/1/2011; HOURS DEVOTED MONTHLY: 15 MINUTES; HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0; DUTIES: COLLECT RENT AND PAY MORTGAGE. REVIEW TRANSFERS AND CONFIRM RENT WAS RECEIVED AND PAYMENTS WERE APPLIED.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-03-05
  • S63 Uniform Securities Agent State Law Examination
    1991-03-05
Designations

View on SEC IAPD

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