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68 North High Street Building C, New Albany, OH 43054-7101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbus Investment Advisory | New Albany | OH | 05/2022 | Present |
| Columbus Investment Advisory | New Albany | OH | 08/2021 | 05/2022 |
| Pricewaterhousecoopers | Cleveeland | OH | 06/2021 | 07/2021 |
| Columbus Investment Advisory | New Albany | OH | 03/2020 | 05/2021 |
| Ohio State Mccorkle Aquatic Pavillion | Columbus | OH | 01/2019 | 02/2020 |
| Morel Landscaping Llc | North Royalton | OH | 05/2018 | 08/2018 |
| Morel Landscaping Llc | North Royalton | OH | 05/2019 | 08/2019 |
| Handel's Ice Cream | Broadview Heights | OH | 04/2016 | 02/2018 |
| Full Time Education St Benedictine High School | Cleveland | OH | 03/2018 | 04/2018 |
| Full Time Educationn Ohio State | Columbus | OH | 09/2018 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-30 |
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