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21 E. State Street Suite 200, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-22 |
| OH | RA | APPROVED | 2017-11-06 |
Branch Locations
21 E. State Street Suite 200, Columbus, OH 43215 • 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 |
|---|---|---|---|---|
| Securities America, Inc. | Columbus | OH | 01/2009 | 06/2024 |
| Advisory & Retirement Planning, Llc | Dublin | OH | 03/2009 | 07/2017 |
| Trendency Capital Management, Llc | Dublin | OH | 09/2011 | 11/2017 |
| Securities America Advisors, Inc. | Columbus | OH | 04/2017 | 01/2020 |
| Trendcalc Capital Management, Llc | Delaware | OH | 11/2017 | Present |
| Trendcalc Capital Management, Llc | Delaware | OH | 12/2016 | Present |
| Independent Insurance Agent | Columbus | OH | 01/1990 | Present |
| Osaic Wealth, Inc. | Columbus | OH | 06/2024 | Present |
TRENDCALC IAR POSITION: IAR NATURE: IAR of TrendCalc Capital Management RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/15/2017 ADDRESS: 21 E STATE ST SUITE 200, Columbus OH 43215 DESCRIPTION: advisory business INSURANCE POSITION: advisor NATURE: Life Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 21 E STATE ST SUITE 200, Columbus OH 43215, United States DESCRIPTION: insurance sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-06-27 |
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