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6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-03-15 |
Branch Locations
6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States
1684 Medina Road Suite 100, Medina, OH 44256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | Medina | OH | 01/2022 | Present |
| Grubb Wealth Management | Columbus | OH | 08/2020 | 11/2021 |
| Psi/ Caliper | Princeton | NJ | 02/2013 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-15 |
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