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3600 Olentangy River Road Building 501, Columbus, OH 43214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-06-26 |
| OH | RA | APPROVED | 2022-07-30 |
Branch Locations
3600 Olentangy River Road Building 501, Columbus, OH 43214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Retirement Planning, Inc. | Columbus | OH | 06/2022 | Present |
| Dgarris Enterprises Llc | Dublin | OH | 01/2021 | Present |
| Buckeye Gold Company Llc | Dublin | OH | 06/2014 | 04/2022 |
1) DGARRIS ENTERPRISES, LLC; NOT INVESTMENT-RELATED; DUBLIN, OH; OWNER/OPERATOR; START DATE 1/2021; APPROXIMATELY 40 HRS/MO OUTSIDE TRADING HOURS; RUN E-COMMERCE RETAIL BUSINESS. 2) INSURANCE LICENSE; DUBLIN, OH; INVESTMENT RELATED; INDEPENDENT INSURANCE AGENT; LICENSED TO SELL INSURANCE PRODUCTS WHICH MAY BE SOLD TO CURRENT CLIENTS; NOT MORE THAN 30% OF TIME DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-25 |
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