Brian Curtis is a CFP, ChFC-designated registered investment advisor, based in Columbus, OH, with 11 years of industry experience.
Location
One Nationwide Plaza, 03-07-202, Columbus, OH, 43215
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Nationwide Investment Services CorporationBroker
November 2024 - Present · 1 yr 6 mos
Nationwide Investment Advisors, LLC
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Fwg Investments, LLC
April 2024 - August 2024 · 4 mos
Strategic Wealth Partners, LTD.
September 2023 - April 2024 · 7 mos
Advice and Planning Services
December 2018 - April 2023 · 4 yrs 4 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
December 2018 - April 2023 · 4 yrs 4 mos
J.P. Morgan Securities LLC
May 2017 - December 2018 · 1 yr 7 mos
J.P. Morgan Securities LLCBroker
May 2017 - December 2018 · 1 yr 7 mos
PNC InvestmentsBroker
September 2015 - April 2017 · 1 yr 7 mos
PNC Investments
September 2015 - April 2017 · 1 yr 7 mos
Strategic Advisers, INC.
June 2015 - September 2015 · 3 mos
Fidelity Brokerage Services LLCBroker
August 2013 - September 2015 · 2 yrs 1 mo
State Registrations2 states
KYOH
AdvisorBroker
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Exams
No exam information available for this advisor.