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550 Polaris Parkway Suite 560, Westerville, OH 43082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-07-18 |
Branch Locations
550 Polaris Parkway Suite 560, Westerville, OH 43082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Joseph Group Capital Management | Columbus | OH | 01/2013 | 07/2024 |
| Wealthbridge Capital Management, Llc | Westerville | OH | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-24 |
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