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7775 Walton Pkwy Suite 100, New Albany, OH 43054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-03 |
Branch Locations
7775 Walton Pkwy Suite 100, New Albany, OH 43054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Omega Capital Management Llc | New Albany | OH | 07/2024 | Present |
| The New Albany Cpa Co. | New Albany | OH | 01/2017 | Present |
| Henry Schein Animal Health | Dublin | OH | 01/2017 | 01/2019 |
| Schottenstein Stores Corp | Columbus | OH | 10/2015 | 01/2017 |
1.Other Business Name: The New Albany CPA Co. 2.Investment Related? No 3.Address of Other Business: 7775 Walton Pkwy., Suite 100, New Albany, OH 43054 4.Nature of Other Business: Accounting and Tax Services 5.Position/Title/Relationship with Other Business: President 6.Start Date: 1/1/2017 7.Hours Per Month: 30 8.Market Hours Per Month: 1-2 9.Duties Related to Other Business: Bookkeeping, Payroll, Filing Annual Reports, Calculating Estimated Income and Net Profit Payments, Filing Individual and Business Annual Tax Returns
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-01 |
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