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921 Eastwind Drive Suite 101, Westerville, OH 43081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-08-14 |
| PA | RA | APPROVED | 2018-07-31 |
| FL | RA | APPROVED | 2017-02-01 |
| TX | RA | APPROVED_RES | 2012-07-10 |
| OH | RA | APPROVED | 2008-06-13 |
Branch Locations
921 Eastwind Drive Suite 101, Westerville, OH 43081 • United States
Bonita Springs, FL • United States
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 |
|---|---|---|---|---|
| Eastwind Capital, Llc | Westerville | OH | 03/2008 | Present |
| Estate Planning Professionals | Westerville | OH | 06/1991 | Present |
1. ESTATE PLANNING PROFESSIONALS; NON INVESTMENT-RELATED; WESTERVILLE, OH; INSURANCE SERVICES; OWNER; 06/1991; APPROXIMATELY 30% OF TIME. 2.STOWE MISSION BOARD OF DIRECTORS; NON INVESTMENT- RELATED; COLUMBUS, OH; MEMBER OF AN ADVISORY BOARD FOR A NON PROFIT ORGANIZATION WHICH PLANS AND MONITORS THE FUNCTIONS OF STOWE MISSION; 8/2020; APPROXIMATELY LESS THAN 10% OF TIME - NON DURING NORMAL BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-28 |
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