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140 Dorchester Square S. Suite B, Westerville, OH 43081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-10-01 |
Branch Locations
140 Dorchester Square S. Suite B, Westerville, OH 43081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Westerville | OH | 08/2007 | 09/2020 |
| Raymond James Financial Services Advisors, Inc | Westerville | OH | 01/2009 | 09/2020 |
| Yarger Wealth Strategies | Westerville | OH | 09/2020 | Present |
1) JY Capital, LLC. Address: Westerville, OH. Nature of the Business: Rental Real Estate. Position/Title: Rental Real Estate. Investment Related:Yes. Start Date: 09/01/2019. Hours per month devoted to this business: 1. Hours per month devoted to this business during trading hours: 1/4. Description of duties: sole member of LLC, actively invest in, rent and manage real estate. 2. fixed insurance sales. not investment related. 140 Dorchester Square S, Suite B, Westerville, OH 43081 - Start date September 2007 - approximately 2 hours per month are spent on this activity during trading hours 3. Gvbck LLC; investment related; 140 Dorchester Square S, , Westerville, OH 43081, OH. 43081; Purchased a house for a family to live in...they pay half the normal rent. Giving back to the community.; sole member; Start date 8/23/2024; 1 hour per month; Collect rent, pay taxes maintain property as needed. 4. Mater Academy; not investment related; 5085 Reed Rd, Columbus, OH. 43220; Charter School; Board Member; Start date 2/1/2025; 2 hours per month; Oversee operations and direct policy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-23 |
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