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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2008-08-05 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Pleasantville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sojourn Financial Strategies, Llc | Columbus | OH | 01/2007 | Present |
| Portfolio Medics, Llc | Worthington | OH | 07/2008 | Present |
SOJOURN FINANCIAL STRATEGIES, LLC - INVESTMENT RELATED, 6797 N HIGH ST SUITE 221, WORTHINGTON, OHIO 43085, REGISTERED INVESTMENT ADVISORY FIRM, INVESTMENT ADVISOR REPRESENTATIVE, 1/2007, HRS/MONTH VARIES 120-160, HRS/MONTH(TRADING) VARIES 120-160, SOJOURN IS AN INVESTMENT ADVISORY FIRM THAT PROVIDES BOTH FINANCIAL PLANNING SERVICES AND INVESTMENT MANAGEMENT SERVICES TO ITS CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-02-16 |
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