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7730 Olentangy River Road, Columbus, OH 43235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2015-11-02 |
Branch Locations
7730 Olentangy River Road, Columbus, OH 43235 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Planning, Inc. | Columbus | OH | 03/2006 | Present |
1)DIVERSIFIED PLANNING LLC; NOT INVESTMENT RELATED; 2077 WOODLANDS PL POWELL OHIO 43065; TIME SHARE; OWNER/VICE PRESIDENT; 01/01/2000 TO PRESENT; 20 HOURS PER MONTH ALSO DURING TRADING HOURS; LLC AND PARTNERSHIP SET UP FOR THE PURPOSE TO MANAGE TIME SHARES AND BUSINESS INTERESTS ALONG WITH COMPUTERS & EQUIPMENT. 2)PLANNED FINANCIAL SERVICES OF OHIO; NOT INVESTMENT RELATED; 2077 WOODLANDS PL POWELL OHIO 43065; REAL ESTATE; PRESIDENT; 01/01/2000 TO PRESENT; 30 HOURS PER MONTH ALSO DURING TRADING; THIS LLC IS A PARTNERSHIP SET UP TO MANAGE REAL ESTATE AND LEASES THIS ENTITY IS OWNED BY DIVERSIFIED PLANNING. 3) Stanley R. Edgell, Life/Health Insurance Agent (State of Ohio); non-investment related; hours as needed, during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-14 |
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