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155 Commerce Park Drive Suite 2, Westerville, OH 43082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2007-07-16 |
Branch Locations
155 Commerce Park Drive Suite 2, Westerville, OH 43082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Estate Services, Inc. | Westerville, Oh | OH | 06/1993 | Present |
ALSO PROVIDE NON-INVESTMENT RELATED ESTATE PLANNING CONSULTATION ON A FEE BASIS; AM ALSO LICENSED IN OHIO FOR INSURANCE SALES. THESE ACTIVITIES ARE INCORPORATED INTO MY INVESTMENT ADVISORY SERVICES AS ADDITIONAL SERVICES PROVIDED UPON REQUEST BY THE CLIENT, AND DO NOT MAKE UP MORE THAN 25% OF MY BUSINESS IN GENERAL, AND NOT MORE THAN 25% OF TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-23 |
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