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760 Communications Parkway Suite 200, Columbus, OH 43214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-28 |
| OH | RA | APPROVED | 2018-11-07 |
Branch Locations
760 Communications Parkway Suite 200, Columbus, OH 43214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Merchants Corporation | Columbus | OH | 04/2015 | 11/2017 |
| Sdg Reserve, Inc. | Columbus | OH | 11/2017 | 11/2018 |
| Trinity Financial Advisors Llc | Columbus | OH | 11/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-12 |
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