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3600 Olentangy River Road Building 501, Columbus, OH 43214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-15 |
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 |
|---|---|---|---|---|
| Anderson Financial Strategies, Llc | Dayton | OH | 01/2022 | 04/2024 |
| Cgb Agrifinancial | Louisville | KY | 05/2021 | 12/2021 |
| Fort Recovery Industries, Inc. | Fort Recovery | OH | 04/2019 | 06/2020 |
| Jay County High School | Portland | IN | 08/2015 | 06/2019 |
| Wright State University | Dayton | OH | 01/2019 | 05/2022 |
| Moorman, Harting & Co. | Coldwater | OH | 04/2024 | 04/2025 |
| Moorman, Harting Financial Services, Ltd. | Coldwater | OH | 04/2024 | 04/2025 |
| Avantax Investment Services Inc. | Coldwater | OH | 04/2024 | 04/2025 |
| Avantax Advisory Services | Coldwater | OH | 04/2024 | 04/2025 |
| Peak Retirement Planning, Inc. | Columbus | OH | 05/2025 | Present |
FINANCIAL PLANNING ASSOCIATION OF SOUTHWEST OHIO POSITION: Board Member NATURE: Host meetings for members and non-members to learn more about economic cycles, laws, financial markets, and the steady stream of new investment and insurance products. Also offers other educational sources and certifications such as the Certified Financial Planner (CFP) designation. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 4010 Executive Park Drive Suite 100, Cincinnati OH 45241 DESCRIPTION: -Organize and manage committees-meet with other board members to organize events-correspond with other financial professionals to see about event sponsors-Host meetings for members-Confirm speakers qualify for CE (continuing education) credits SCHWEET HOMES LLC; POSITION: Property Manager, managing the property where rental resides, day to day bookkeeping and communication with renters; ADDRESS: 5644 Newington Drive, OH 43026; DESCRIPTION: Rental & Leasing; Started 1/3/2026; Spends 9 hours per month on activity with 1 hour or less during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-25 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-12 |
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