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Nathan Anders Lindholm

Royal Oak Financial Group

Worthington, OH

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Current Employers
Royal Oak Financial Group

5858 High Street, Worthington, OH 43085 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-01-31
  • OH RA
    APPROVED
    Since 2025-01-31

Branch Locations

5858 High Street, Worthington, OH 43085 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alliance Data Systems Columbus OH 09/2014 02/2018
Lindholm & Company Worthington OH 02/2018 08/2024
Royal Oak Financial Group Worthington OH 08/2024 Present
Royal Oak Financial Group Worthington OH 01/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-21
  • S65 Uniform Investment Adviser Law Examination
    2024-12-21

View on SEC IAPD

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