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Columbus, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heximer Investment Management Inc | Columbus | OH | 04/2012 | Present |
(1.) NAME OF OBA: CUB SCOUT PACK 417; ADDRESS OF OBA: UPPER ARLINGTON, OH 43220; NATURE OF OBA: CUB SCOUTS; INVESTMENT RELATED: NO; TITLE: TREASURER; DUTIES: CHECK WRITING, RECONCILE BANK ACCOUNT, PREPARE FINANCIAL STATEMENTS, DRAFT ACCOUNTING POLICIES, VOLUNTEER FOR FUNDRAISING AND PROGRAMMING EVENTS; START DATE: 10/01/2023; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1. (2.) NAME OF OBA: FAMILY TREE TAX LLC; ADDRESS OF OBA: COLUMBUS, OH 43017; NATURE: TAX RETURN PREPARATION AND FILING, TAX PLANNING AND CONSULTING, IRS CORRESPONDENCE HANDLING, BASIC BOOKKEEPING SERVICES, ELECTRONIC FILING SERVICES; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: OWNER; DUTIES: TAX PREPARERS GATHER FINANCIAL DOCUMENTS, CALCULATE DEDUCTIONS, FILE RETURNS, AND ENSURE COMPLIANCE WITH TAX REGULATIONS; START DATE: 01/10/2025; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-24 |
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