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6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-06 |
Branch Locations
6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States
131 Dillmont Drive Suite 101, Columbus, OH 43235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| College Works | Columbus | OH | 01/2024 | 09/2025 |
| Student | Wadsworth | OH | 12/2013 | 01/2024 |
| Pinnacle | Columbus | OH | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-05 |
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