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Kyle James-Charles Ellis

Windsor Advisory Group, LLC

Columbus, OH

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Current Employers
Windsor Advisory Group, Llc

2130 Quarry Trails Dr 1St Floor, Columbus, OH 43228 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-10-03
  • OH RA
    APPROVED
    Since 2023-10-03

Branch Locations

2130 Quarry Trails Dr 1St Floor, Columbus, OH 43228 • 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
Windsor Advisory Group, Llc Columbus OH 08/2022 Present
Crowe Llp Columbus OH 09/2015 08/2022
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-23
  • S65 Uniform Investment Adviser Law Examination
    2023-09-23

View on SEC IAPD

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