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580 N Fourth Street Suite 400, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-07-07 |
| OH | RA | APPROVED | 1999-09-24 |
Branch Locations
450 West Wilson Bridge Rd Suite 100, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Columbus | OH | 01/1999 | 10/2020 |
| Non-Variable Insurance | Columbus | OH | 09/2005 | Present |
| Gerber Llc | Columbus | OH | 01/1999 | Present |
| Id Theft Services | Columbus | OH | 02/2014 | Present |
| Gerber Emerging Entrepreneur | Columbus | OH | 07/2017 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2020 | Present |
1) Gerber LLC - Investment related - 580 N 4th St, Shite 400 Columbus, OH 43215 - RIA - Advisor 1/1/2001 - 150 hours/month - 150 trading hours/month - advisor and owner._____ 2)Gerber Emerging Entrepreneur, LLC - Not Investment Related - 580 N 4th St Shite 400 Columbus, OH 43215 - Consulting to Business Owners - Officer and CEO - 7/3/2017 - 20 hours a month - 20 security hours a month - provide business consulting to business owners._____ 3) ID Theft Services - not investment related - 580 N 4th st suite 400 Columbus, OH 43215 - Pre-paid Legal sales - propritor/owne -5/7/2015 - 1 hour a month - trading hour a month - sell id theft services to clients._____ 4) Fixed Insurance - Not Investment Related - 580 N 4th St, shite 400 Columbu, OH 43215 - Non-Variable Insurance - Agent - 9/14/2005 - 4 hours a month 1 trading hour a month sell insurance products to clients._____ 5) PKS Financial - Not investment realted - 80 state st, Albany 12207 - fixed/traditional insurance - agent 10/2020 -4 hours a month - 1 trading hour a month - sell fixed/traditional insurance_____ 6) The Incoherents - Not investment related - Brooklyn, NY - Movie - 2015 - 0 hours a month - 0 trading hours - passive investor.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-04-18 |
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