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 appears in FINTRX as an SEC-registered entity since 2019. The record lists ownership that involves both a domestic entity and an individual, and the firm is categorized in FINTRX as "Unclassified." The profile does not show any stated advisory or business activities, and FINTRX flags the firm as not acting as a capital allocator, not an active ESG investor, and not operating as a multi-state adviser or pension consultant.
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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