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35 North Fourth Street Suite 300-D, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-12-11 |
Branch Locations
35 North Fourth Street Suite 300-D, Columbus, OH 43215 • 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 |
|---|---|---|---|---|
| Jdm Investment Counsel, Llc | Bexley | OH | 07/2008 | 12/2017 |
| Weinberg Advisory Group | Columbus | OH | 12/2017 | Present |
| Capital University | Columbus | OH | 08/2008 | Present |
FINRA ARBITRATOR. THE TIME SPENT ON THIS ACTIVITY WILL VARY THROUGHOUT ANY GIVEN YEAR BUT MAY ACCOUNT FOR ABOUT 1% OF REGISTRANT'S TIME. COMPENSATED MEMBER OF THE BOARD OF DIRECTORS OF PRIORITY DESIGNS, A PRIVATE COMPANY LOCATED IN WHITEHALL, OH (4 HRS PER QUARTER).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-30 |
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