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3789 Attucks Dr, Powell, OH 43065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-04 |
| OH | RA | APPROVED | 2020-07-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastal Equities, Inc. | Wilmington | DE | 05/2018 | 07/2018 |
| Coastal Investment Advisors, Inc | Wilmington | DE | 05/2018 | 07/2018 |
| Student | Dublin | OH | 05/2008 | 05/2018 |
| American Heritage Securities Inc | Akron | OH | 12/2018 | 02/2019 |
| Kinsale Golf And Fitness Club | Powell | OH | 07/2018 | 07/2019 |
| Capital City Securities, Llc | Powell | OH | 02/2019 | Present |
| Capital City Asset Management Group, Llc | Powell | OH | 02/2019 | Present |
Rental Property. 1678-1680 Watertower Dr Columbus OH 43235. Not industry related. Real estate investment property, owner. Started 4/27/2022. Approx 1/hr per week, none during stock market trading hours. Rental Property. 6071 Landsbury Court Dublin OH 43017. Not industry related. Real estate investment property, owner. Started 5/11/2022. Approx 1/hr per week, none during stock market trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-01 |
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