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 presented as a broker-dealer entity. The firm shows a 2019 registration year and lists ownership that includes a domestic entity and an individual. Available records classify the firm as unclassified and do not identify it as a capital allocator. The firm does not identify itself as an active ESG investor, is not a multi-state adviser, and does not report pension consulting or a related-adviser relationship. Core details such as client types served, fee schedules, and specific advisory or business activities were not disclosed in the provided data.
Assets & Accounts
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 1
Jeffrey 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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