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Kate Amorette Coghill

Summit Financial Strategies Inc

Columbus, OH

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Current Employers
Summit Financial Strategies Inc

4111 Worth Ave. #510, Columbus, OH 43219-3599 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-12-09
TX RA APPROVED 2022-12-07
  • OH RA
    APPROVED
    Since 2022-12-09
  • TX RA
    APPROVED
    Since 2022-12-07

Branch Locations

4111 Worth Ave. #510, Columbus, OH 43219-3599 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Summit Financial Strategies Inc. Columbus OH 01/2018 Present
Madewell Columbus OH 11/2016 08/2020
The Ohio State University Columbus OH 01/2015 12/2017
  • 01/2018 → Present
    Summit Financial Strategies Inc.
    Columbus, OH
  • 11/2016 → 08/2020
    Madewell
    Columbus, OH
  • 01/2015 → 12/2017
    The Ohio State University
    Columbus, OH
Designations

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

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