Elisha M. Roberts-cofer
Professional summary
Elisha Marie Roberts-cofer, who also goes by Elisha Marie Cofer, Elisha Marie Roberts, is a registered financial advisor currently at NATIONWIDE INVESTMENT ADVISORS, LLC located in Columbus, Ohio and NATIONWIDE INVESTMENT SERVICES CORPORATION located in Columbus, Ohio.
Elisha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Elisha has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elisha Marie Roberts-cofer's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 5, 2018 - Present
NATIONWIDE INVESTMENT ADVISORS, LLC
Office #1: One Nationwide Plaza 03-07-202, Columbus, OH 43215September 5, 2018 - Present
NATIONWIDE INVESTMENT SERVICES CORPORATION
Office #1: One Nationwide Plaza, Columbus, OH 43215November 17, 2008 - August 29, 2018
THE HUNTINGTON INVESTMENT COMPANY
October 8, 2004 - August 29, 2018
THE HUNTINGTON INVESTMENT COMPANY
March 15, 2004 - September 21, 2004
BANC ONE SECURITIES CORPORATION
August 22, 2000 - January 30, 2004
HUNTINGTON CAPITAL CORP.
April 12, 1999 - August 18, 2000
THE HUNTINGTON INVESTMENT COMPANY
Primary Firm SEC Registration
NATIONWIDE INVESTMENT ADVISORS, LLC
CRD#: 142373 / SEC#: 801-52664
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
FINRA
Current Firm
NATIONWIDE INVESTMENT ADVISORS, LLC
CRD#: 142373 / SEC#: 801-52664
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 270,365 |
| AUM (Assets Under Management) | $ 15,686,000,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/25/2024 | ||
| 01/26/2024 | ||
| 10/26/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
