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Blake H. Farmer

Tsg Advice Partners, LLC

Columbus, OH

CRD 2374765

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Employer firm

Tsg Advice Partners, LLC CRD 305999

$867M regulatory AUM 58 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Tsg Advice Partners, Llc

4449 Easton Way Suite 200, Columbus, OH 43219 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-11-12
  • OH RA
    APPROVED
    Since 2020-11-12

Branch Locations

4449 Easton Way Suite 200, Columbus, OH 43219 • 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
Ameriprise Financial Services, Inc. Columbus OH 06/2012 11/2019
Tsg Advice Partners, Llc Columbus OH 11/2019 Present
  • 06/2012 → 11/2019
    Ameriprise Financial Services, Inc.
    Columbus, OH
  • 11/2019 → Present
    Tsg Advice Partners, Llc
    Columbus, OH
Previous Registrations
  • 2012-07-20 → 2019-11-14
    Ameriprise Financial Services, Llc
    Columbus, OH
    Columbus, OH
    Columbus, OH
  • 2009-06-01 → 2012-08-01
    Morgan Stanley
    Columbus, OH
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Columbus, OH
  • 2001-04-11 → 2007-04-02
    Morgan Stanley Dw Inc.
    Columbus, OH
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-21
S63 Uniform Securities Agent State Law Examination 2001-02-05
  • S65 Uniform Investment Adviser Law Examination
    2001-02-21
  • S63 Uniform Securities Agent State Law Examination
    2001-02-05

View on SEC IAPD

Nearby Firms

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Nearby Investors

CARL DAVID WEISE
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DANIELLE BALL

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH

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