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124 Dorchester Square Suite B, Westerville, OH 43081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-01-31 |
Branch Locations
124 Dorchester Square Suite B, Westerville, OH 43081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Plans, Inc. | Westerville | OH | 12/2012 | Present |
1.) Owner of A.A.E.H Investments, LLC which is a LLC that was formed in June 2017 to hold commercial real estate property purchased. A.A.E.H. is the landlord for the building in which RPI is a tenant. 2.) Columbus Local Tour of US Kids, Tour Director, non-investment related, most activites occur on Saturday, Sunday and evenings 3)New Albany High School Girls Varsity Golf Coach, August 2017, Non-investment related, all hours outside securities trading hours only during HS Golf Season.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-31 |
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