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1900 Polaris Parkway, Suite 450, Columbus, OH 43240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-01-03 |
| FL | RA | APPROVED | 2019-06-27 |
| AZ | RA | APPROVED | 2016-03-04 |
| OH | RA | APPROVED | 2008-03-06 |
Branch Locations
1900 Polaris Parkway, Suite 450, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Omni Financial Securities, Inc. | Columbus | OH | 10/1991 | Present |
| Centerpoint Stewardship, Inc. | Columbus | OH | 01/2008 | Present |
| Cedar Point Real Estate Llc | Columbus | OH | 02/2012 | Present |
| Sws Advisors, Inc. | Columbus | OH | 03/2008 | Present |
| Sws Advisors, Inc. | Columbus | OH | 07/2013 | Present |
| Floodgate Vision Dba Hope For America | Columbus | OH | 09/2017 | Present |
| America Freedom Project | Worthington | OH | 04/2024 | Present |
| Sws Risk Management Agency | Columbus | OH | 01/1982 | Present |
ROBERT VAN RENSSELAER OSTRANDER is a licensed insurance agent in the state of Ohio. He offers LIFE, ACCIDENT, HEALTH AND HMO LICENSING. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. SWS Advisors Inc. always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of SWS Advisors Inc. in such individual's capacity as an insurance agent. 1American Freedom Project - NOT investment related, Worthington, OH, non-profit, Board of Directors, April 2024, 1, 0, Board of Directors Floodgate Vision - NOT investment related, Columbus, OH, non-profit, Director, September 2017, 0, 0, Board of Directors Cedar Point Real Estate LLC - NOT investment related, Columbus, OH, rental property owner, Owner, February 2012, 0, 0, buy/sell/rent rental property Centerpoint Stewardship, Inc. - NOT investment related, Columbus, OH, holistic planning for individuals and families, President, 10, 10, help families plan for the future, preside over Board meetings SWS Risk Management Agency - NOT investment related, Columbus, OH, insurance agency, President/insurance agent, January 1982, 8, 8, selling life and health insurance products and preside over Board meetings Omni Financial Securities, Inc. - Investment related, Columbus, OH , broker dealer, President/registered rep, October 1991, 140, 140, selling investment products and preside over Board meetings FINANCIAL PLANNER AND INVESTMENT ADVISOR - CFP DESIGNATION BUSINESS CONSULTING - DIRECTOR Judy's foundation - Board of Directors, financial fiduciary responsibility (1-2 per month) no compensation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-12-23 |
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