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6816 Caine Road, Columbus, OH 43235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-12-08 |
Branch Locations
6816 Caine Road, Columbus, OH 43235 • United States
6816 Caine Road, Columbus, OH 43015 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-03-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Common Wealth Management Llc | Delaware | OH | 06/2009 | Present |
| Physicians Wealth Solutions, Llc | Delaware | OH | 05/2014 | Present |
OWNER OF RESIDENTIAL RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-02 |
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