OPOC BROKER-DEALER, LLC
Firm details
- Headquarters
- WORTHINGTON, Ohio
- CRD number
- 298311
- Registered since
- July 17, 2019
Firm profile
FINTRXOverview
Opoc Broker-Dealer, LLC is organized as a limited liability company and is listed in FINTRX with SEC registration dating to 2019. The firm’s ownership is recorded as a mix of a domestic entity and an individual. FINTRX classifies the entity as "Unclassified," and provides limited description of its business or advisory activities in the supplied data. The profile notes the firm does not act as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2SOTHARA CHIN
Chief Compliance OfficerCRD 2063804
KRISTIN STELLJES
Chief Compliance OfficerCRD 5080178
Contacts
1 of 1JEFFREY HELLER
Vice President and TreasurerCRD 3139370
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WORTHINGTON, OH
FRANKLIN
Location
WORTHINGTON, OH
Headquartered in WORTHINGTON, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 300 W Wilson Bridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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