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100 Northwoods Blvd. Ste "B", Columbus, OH 43235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2003-01-17 |
Branch Locations
100 Northwoods Blvd. Suite B, Columbus, OH 43235 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Future Finances Inc. | Columbus | OH | 08/1981 | Present |
| Professional Benefit Planning | Columbus | OH | 10/1986 | Present |
| Triad Advisors, Inc | Norcross | GA | 01/2012 | 08/2024 |
| Osaic Wealth, Inc. | Columbus | OH | 08/2024 | Present |
1. FF1 ALTERNATIVES, LLC -INVESTMENT RELATED; 100 NORTHWOODS BLVD, SUITE B, COLUMBUS, OH 43235; COMMODITIES FUTURES TRADING; OWNER, PRESIDENT; 11/30/2010; 20-30 HRS/MONTH; 1 HR DURING TRADING; AS AN INDEPENDENT INTRODUCING BROKER(IB) PROVIDE MANAGED FUTURES PROGRAMS AND PHYSICAL METALS FOR OUR HIGH-NET-WORTH CLIENTS 2. The Talon Group Investments LLC -30815 Avenida Del Reposo, Temecula, CA 92591; purchase residence for resale, renting out until sold; passive investor; 3/2014; 0 hrs/month; 0 hrs during trading; passive investor 3. LINDA HARPER TRUST POSITION: trustee NATURE: Acting as trustee for trust INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/28/2025 ADDRESS: 100 Northwoods Blvd, Suite B, Columbus OH 43235 DESCRIPTION: Act as trustee for trust and assist beneficiaries with administration. 4. FUTURE FINANCES, INC. POSITION: President NATURE: Independent RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 120 START DATE: 08/01/1981 ADDRESS: 100 Northwoods Blvd, Suite B, Columbus OH 43235, United States DESCRIPTION: Investment advisory and financial planning. 5. PROFESSIONAL BENEFITS PLANNING CORP. POSITION: President NATURE: Fixed insurance residuals paid through this entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 09/01/1986 ADDRESS: 100 Northwoods Blvd, Suite B, Columbus OH 43235, United States DESCRIPTION: Fixed insurance residuals paid through this entity
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-31 |
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