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Anna Janel Carpenter

Hamilton Capital

Columbus, OH

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Current Employers
Hamilton Capital

5025 Arlington Centre Blvd Suite 300, Columbus, OH 43220 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-04-22
  • OH RA
    APPROVED
    Since 2020-04-22

Branch Locations

5025 Arlington Centre Blvd Suite 300, Columbus, OH 43220 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brookside Golf And Country Club Columbus OH 05/2016 09/2016
The Ohio State Columbus OH 01/2016 12/2016
Queen Financial Group Columbus OH 12/2016 05/2017
Hamilton Capital, Llc Columbus OH 06/2017 12/2021
Student Columbus OH 01/2010 05/2017
Hamilton Capital, Llc Columbus OH 01/2022 12/2022
Hamilton Capital, Llc Columbus OH 01/2023 12/2025
Hamilton Capital, Llc Columbus OH 01/2026 Present
  • 05/2016 → 09/2016
    Brookside Golf And Country Club
    Columbus, OH
  • 01/2016 → 12/2016
    The Ohio State
    Columbus, OH
  • 12/2016 → 05/2017
    Queen Financial Group
    Columbus, OH
  • 06/2017 → 12/2021
    Hamilton Capital, Llc
    Columbus, OH
  • 01/2010 → 05/2017
    Student
    Columbus, OH
  • 01/2022 → 12/2022
    Hamilton Capital, Llc
    Columbus, OH
  • 01/2023 → 12/2025
    Hamilton Capital, Llc
    Columbus, OH
  • 01/2026 → Present
    Hamilton Capital, Llc
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-29
  • S65 Uniform Investment Adviser Law Examination
    2020-05-29
Designations

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
STRATEGIC ADVISERS LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

More in Columbus, OH

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