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509 Fourth Street, Defiance, OH 43512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-03 |
| FL | RA | APPROVED | 2022-08-05 |
| MI | RA | APPROVED | 2020-08-18 |
| OH | RA | APPROVED | 2020-08-16 |
| IN | RA | APPROVED | 2020-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Holland | OH | 06/2015 | 08/2020 |
| Blue Jay Financial Group, Llc | Defiance | OH | 08/2020 | Present |
Caleb Frankart is a member of the Synod Endowment Investment Committee of the Reformed Church in the United States. The Synod Endowment Investment Committee provides oversight for the Reformed Church in the United States endowment fund and administers the investments thereof in compliance with the investment policy and spending guidelines as approved by the church. This activity amounts to 1% of Caleb's time per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-18 |
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