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251 W. Garfield Rd. Suite 155, Aurora, OH 44202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-13 |
Branch Locations
251 W. Garfield Rd. Suite 155, Aurora, OH 44202 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-15 |
Branch Locations
5500 Frantz Road Suite 151, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Columbus | OH | 06/2011 | 10/2019 |
| Gerber, Llc | Columbus | OH | 06/2011 | 12/2016 |
| Gerber, Llc | Columbus | OH | 12/2016 | 06/2022 |
| Raymond James Financial Services, Inc | Worthington | OH | 06/2022 | 08/2022 |
| Far | Worthtington | OH | 06/2022 | 08/2022 |
| Fernweh Llc | Westerville | OH | 06/2022 | Present |
| Investment Partners, Ltd | New Philadelphia | OH | 02/2023 | 07/2023 |
| Commonwealth Financial Network | Waltham | MA | 02/2023 | 07/2023 |
| Commonwealth Financial Network | Waltham | MA | 07/2023 | Present |
| Investment Partners, Ltd | Dublin | OH | 07/2023 | 10/2024 |
| Emvision Capital Advisors | Dublin | OH | 10/2024 | Present |
1.Owner, Fernweh, LLC, an entity involved in business consulting; Located at 320 Potomac Ct, Westerville, OH; as of 10/01/2019; Less than 10% of time spent during business hours; Not Conducted at branch location; Not Investment related. 2.Business Consultant, Fernweh, LLC, Located at 320 Potomac Ct, Westerville, OH; as of 10/01/2019; Less than 10% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-10 |
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