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Advisor at ORGANIC WEALTH, LLC
COLUMBUS, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ORGANIC WEALTH, LLC | State registered | Aug 27, 2024 | n/a | yes | COLUMBUS, OH | Current employment |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Mar 31, 2023 | Aug 30, 2024 | no | Columbus, OH|COLUMBUS, OH|Columbus, OH|COLUMBUS, OH | Previous registration |
| GERBER, LLC | Independent wealth | Dec 6, 2019 | Jun 16, 2021 | no | COLUMBUS, OH | Previous registration |
| BUDROS, RUHLIN & ROE | Former SEC adviser | Oct 6, 2017 | Jun 28, 2019 | no | COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HUNTINGTON FINANCIAL ADVISORS | ORGANIC WEALTH, LLC | Aug 30, 2024 | Aug 27, 2024 | -3 | Firm change | Ibd to state RIA |
| GERBER, LLC | HUNTINGTON FINANCIAL ADVISORS | Jun 16, 2021 | Mar 31, 2023 | 653 | Firm change after gap | RIA to ibd |
| BUDROS, RUHLIN & ROE | GERBER, LLC | Jun 28, 2019 | Dec 6, 2019 | 161 | Firm change | RIA to RIA |