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3968 Brown Park Dr Ste A, Hilliard, OH 43026 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stoner Professional Services | Columbus | OH | 07/2006 | Present |
| True North Financial Advisors, Llc | Hilliard | OH | 01/2017 | Present |
Stoner Professional Services, LLC; investment related: No; Location of the business: 3940 Lyman Drive, Hilliard, OH 43026; Description of the business: Consulting business ; Position Title: President; Responsibilities Duties: My primary client is a small family office which I oversee and provide advice to the family regarding its business holdings and assets. Oversight includes accounting, business advice for private, small business holdings of the family office, investments and assets, legal, insurance, tax and ad hoc business issues. Start date with business: 2006-07-01; Total hours devoted to business per month: approximately 10-20.
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