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5000 Arlington Centre Blvd. Suite 7162, Columbus, OH 43220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2003-02-14 |
Branch Locations
100 Old W Wilson Bridge Road Suite 101, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Omni Financial Securities, Inc. | Columbus | OH | 11/2010 | 10/2022 |
| Tricord Wealth Advisors | Columbus | OH | 03/1988 | Present |
| The Stewardship Foundation | Columbus | OH | 11/2018 | Present |
| World Choice Securities, Inc. | Columbus | OH | 10/2022 | Present |
1. FINANCIAL MAMAGEMENT CONSULTANTS, INC. dba Tricord Investment Advisors.; Investment Related; 5000 Arlington Center Blvd., Columbus , OH 43220; State Investment Advisor; Investment Advisor, Owner; Started 1988; 30-40 hours /week, 70% during trading hours; Investment Advice fee based, manage investment accounts. 2. Stewardship Foundation; Investment Related; P.O. Box 20427, Columbus, OH 43220; Public Foundation administration; Executive Management; 2012; 3 hours /week, 100% during trading hours; General foundation business, manage expenses, donations, select investment managers. 3. Independent Insurance Agent: 1750 Lane Rod, Columbus, OH 43220; Insurance Sales (fixed life); Agent: Independent: 1980: 0hrs/month; 0 during trading hours: legacy appointment with Union Central , now ALlianz Life.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-27 |
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