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5701 North High Street Suite 100, Worthington, OH 43085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-15 |
| OH | RA | APPROVED | 2024-03-14 |
Branch Locations
5701 North High Street Suite 100, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | Independence | OH | 04/2012 | 05/2019 |
| Surepath Wealth Management Llc | Columbus | OH | 04/2019 | 05/2021 |
| Wealthsource Partners, Llc | Columbus | OH | 05/2019 | 06/2024 |
| Balance Wealth, Llc | Columbus | OH | 12/2023 | Present |
| Amg Group Llc | Columbus | OH | 02/2018 | 12/2023 |
| Balance Insurance Solutions, Llc | Columbus | OH | 03/2024 | Present |
Robert Gavlak investment-related 1554 Polaris Parkway, Suite 325, Columbus, OH 43240 insurance licensed insurance agent 8/5/2009 8 hours per month 4 hours during trading create insurance strategies for clients' needs Balance Insurance Solutions, LLC investment-related 1554 Polaris Parkway, Suite 325, Columbus, OH 43240 insurance Sole Member 8 hours per month 4 hours during trading create insurance strategies for clients' needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-01 |
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