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470 Olde Worthington Road Suite 450, Westerville, OH 43082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-05-17 |
Branch Locations
470 Olde Worthington Road Suite 450, Westerville, OH 43082 • 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 |
|---|---|---|---|---|
| Polaris Financial Partners Llc | Westerville | OH | 01/2003 | Present |
| Cadaret, Grant & Co., Inc. | Westerville | OH | 02/2010 | 12/2023 |
| Cadaret, Grant & Co., Inc. | Westerville | OH | 02/2010 | 12/2023 |
OUTSIDE FIXED INSURANCE, START 4/06; POLARIS FINANCIAL PARTNERS LLC, START 2/09; POLARIS PRODUCTIONS LLC, WESTERVILLE, OH, START 6/09, CO AUTHOR OF BULLS, BEARS & THE BALLOT BOX. The Polaris Pointe of St. Croix, USVI, LLC; Managing Member; Investment related: No; Location: 12 Catherine's Hope, Christiansted, USVI 00820; Description of the business: Rental property in St. Croix, USVI.; Responsibilities Duties: Property manager and concierge.; Start date with business: 2021-07-01; Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 25;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-06-12 |
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