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Current Employers
Personal Wealth Management Advisors, Inc.

6001 Tain Drive Suite 104, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2005-12-19
  • OH RA
    APPROVED
    Since 2005-12-19

Branch Locations

6001 Tain Drive Suite 104, Dublin, OH 43017 • United States

6001 Tain Drive Suite 104, Dublin, OH 43017 • 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
J.C. Bradford & Co. Dublin OH 12/1998 Present
#Ia J. C. Bradford & Co. Dublin OH 12/1998 Present
Personal Wealth Management Advisors Dublin OH 07/2005 Present
  • 12/1998 → Present
    J.C. Bradford & Co.
    Dublin, OH
  • 12/1998 → Present
    #Ia J. C. Bradford & Co.
    Dublin, OH
  • 07/2005 → Present
    Personal Wealth Management Advisors
    Dublin, OH
Previous Registrations
  • 2000-12-22 → 2002-08-16
    Weber Fulton & Felman Investment Counsel, Llc
    Pepper Pike, OH
Other Businesses

FACULTY MEMBER, FRANKLIN UNIVERSITY, COLUMBUS OHIO (ADJUNCT FACULTY) EMPLOYEE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-05-04
S63 Uniform Securities Agent State Law Examination 1995-07-10
  • S65 Uniform Investment Adviser Law Examination
    1998-05-04
  • S63 Uniform Securities Agent State Law Examination
    1995-07-10

View on SEC IAPD

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