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70 Birch Alley Suite 240, Beavercreek, OH 45440 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-05 |
Branch Locations
70 Birch Alley Suite 240, Beavercreek, OH 45440 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Artifex Financial Group, Llc | Columbus | OH | 02/2019 | 06/2025 |
| Morgan Stanley Smith Barney | Columbus | OH | 06/2017 | 11/2018 |
| Ohio Northern Univeristy | Ada | OH | 08/2014 | 05/2017 |
| Ram And Oak Investment Partners Llc | Beaver Creek | OH | 11/2025 | Present |
| Unemployed | Columbus | OH | 07/2025 | 10/2025 |
Golden Oak Combat Club Not investment-related 4402 Weaver Court, Unit 202, Hilliard, OH 43026 MMA Gym Chief Financial Officer 33.3% ownership Start date: 05/07/2024 24 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-18 |
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