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475 Metro Place S. Suite 460, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-10 |
Branch Locations
475 Metro Place S. Suite 460, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mtbw, Llc / John E. Sestina And Company | Columbus | OH | 06/2016 | 06/2021 |
| Clark Asset Management, Llc | Powell | OH | 06/2021 | 09/2022 |
| Sws Partners, Llc | Columbus | OH | 01/2023 | 05/2025 |
| Graver Capital Management, Llc | Columbus | OH | 05/2025 | 07/2025 |
| Wealth Launch, Llc | Powell | OH | 11/2021 | Present |
Wealth Launch Planning Solutions; Not investment-related; Home office; Provides practice management consulting services; Founder and Consultant; 11/12021; 20 hours per month; 0 during trading hours; provides practice management consulting services to financial advisors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-20 |
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