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325 John H. Mcconnell Blvd. Suite 425, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-28 |
Branch Locations
325 John H. Mcconnell Blvd. Suite 425, Columbus, OH 43215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gryphon Financial Partners | Columbus | OH | 02/2024 | Present |
| Fifth Third Bank | Columbus | OH | 03/2016 | 12/2017 |
| Fifth Third Bank | Columbus | OH | 12/2017 | 02/2024 |
OWNER ACTIONS INC (ALSO DBA: SUMMIT SUCCESSION); INVESTMENT RELATED; 7720 MARSH BLUE CT, WESTERVILLE, OH 43082; CONSULTING; PRESIDENT & CEO; START DATE 7/2020; 100 HRS/MO; 24 HRS/MO DURING SECURITIES TRADING HOURS; HELPS INDIVIDUALS PURCHASE AND SELL SMALL BUSINESSES ASIAN CHAMBER OF AMERICA; NOT INVESTMENT RELATED; SE 4TH STREET, #100, CINCINNATI, OH 45202; BOARD MEMBER; 1 HR/MO OUTSIDE HOURS OF WORK; ADVISE IN ECONOMY AND FINANCIAL NETWORK FOR INDUSTRIES THE COOLER GUY, LLC; NOT INVESTMENT RELATED; 912 S PARK AVE, TUCSON AZ 5719; HVAC COMPANY; DIRECTOR; START DATE 2/2024; 1/HRS/MO OUTSIDE HOURS OF WORK; GENERAL ADVISORY 811 FITNESS LLC; NOT INVESTMENT RELATED; 5750 E LOS ANGELES AVE, SEMI VALLEY, CA 93063; GYM; DIRECTOR; 9/2023 -11/18/2024; 1/HRS/MO OUTSIDE OF WORK; GENERAL ADVISORY TUNDA, INC.; NOT INVESTMENT RELATED; 4756 MCALLISTER AVE, COLUMBUS OH 43227; EDIBLE ARRANGEMENTS FRANCHISE OPERATIONS; DIRECTOR; START DATE 2/2023; 1/HRS/MO OUTSIDE OF WORK; GENERAL ADVISORY BECTIN LOGISTICS FL INC; NOT INVETMENT RELATED; 12 N. 2ND ST. STE 100 RICHMOND, KY, 40475; TRUCKING COMPANY; DIRECTOR; 1/2024; 1/HRS/MO OUTSIDE OF WORK; GENERAL ADVISORY EMBECK, LLC; NOT INVESTMENT RELATED; 4941 SAN MARTINO DR WELSEY CHAPEL, FL 33543; RESTAURANT; DIRECTOR; START DATE 12/14/2023; 1/HRS/MO OUTSIDE OF WORK; GENERAL ADVISORY XTRACT DRILLING, LLC; NOT INVESTMENT RELATED; 117 SOUTH LEXINGTON ST STE 100 HARRISONVILLE, MO 64701; WATER WELL DRILLING; DIRECTOR; START DATE 3/8/2024; 1/HRS/MO OUTSIDE OF WORK; GENERAL ADVISORY MR. CLEAN SOLUTIONS, LLC; NOT INVESTMENT RELATED; 6545 MARKET AVE N STE 1000 CANTON, OH 44721; PORTABLE TOILET PROVIDER; DIRECTOR; START DATE 1/5/2024; 1 HR/MONTH; NOT DURING TRADING HOURS TEXAS OAK HOLDINGS, LLC; NOT INVESTMENT RELATED; 17350 STATE HWY 249 STE 220 HOUSTON, TX, 77064; OIL & GAS SERVICES; DIRECTOR; START DATE 12/14/2023; 1/HRS/MO OUTSIDE OF WORK; GENERAL ADVISORY S CONCRETE, LLC; NOT INVESTMENT RELATED; 4430 SMALL CREEK RD. KISSIMME, FL 34744; CONCRETE INSTALLATION; DIRECTOR; 12/16/2023- 9/26/2025; 1 HR/MONTH; NOT DURING TRADING HOURS GL8 LCC; NOT INVESTMENT RELATED; 108 E. MAIN CROSS ST. FINDLAY, OH, 45840; ONLINE AND WAREHOUSE BULK LIQUIDATION; DIRECTOR; START DATE 11/25/2025; 1/HRS/MO OUTSIDE OF WORK; GENERAL ADVISORY LUGOFF HOP LLC; NOT INVESTMENT RELATED; 814 US-1 STE 18 LUGOFF, SC 29078; RESTAURANT; DIRECTOR; START DATE 04/25/2025; 1/HRS/MO OUTSIDE OF WORK; GENERAL ADVISORY HEARTH AND FIREPLACE CREATIONS LLC; NOT INVESTMENT RELATED; 1434 CYPRESS ST NICEVILLE, FL 32578; OUTDOOR FIREPLACE INSTALLATION; DIRECTOR; START DATE 4/10/2024; 1/HRS/MO OUTSIDE OF WORK; GENERAL ADVISORY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-12-20 |
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