AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
SP

Steven M. Pribonic

WOBD
Westerville, OH 43081
Some features on this profile are disabled
CRD#: 7433591
SP

Professional summary

Steven Michael Pribonic, who also goes by Steve Pribonic, is a registered financial professional currently at WOBD, LLC located in Westerville, Ohio.

Steven is registered as a RR (Registered Representative) and started their career in finance in 2024. Steven has worked at 1 firm and has passed the Series 22TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Steve Pribonic

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Steven Michael Pribonic's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 26, 2024 - Present

WOBD, LLC

Office #1: 4960 East Dublin-granville Road Suite 500, Westerville, OH 43081
BD
CRD#: 285537
Westerville, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 22TO
Date: 1/22/2024
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/20/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

WL
WOBD, LLC
WOBD, LLC

CRD#: 285537 / SEC#: , 8-69852

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4960 East Dublin-granville Road Suite 500, Westerville, OH 43081
Mailing Address
4960 East Dublin-granville Road Suite 500, Westerville, OH 43081
Phone number
(614) 741-7600
Established
Ohio since 07/21/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
WHITE OAK PARTNERS, LLCOWNER
ADKINSON, CHRISTOPHER DAVIDCCO2640950
MENZER, MICHAEL JAMESCEO1597360
WILDER, ERIC ALANFINOP5662370

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.

Company Information

WOBD, LLC

CRD#: 285537Westerville, OH 43081

TRUST BUT VERIFY

Monitor Steven Pribonic

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Andrew James Lehman
Andrew LehmanAdvisorCheck Check Mark
INSPIRE ADVISORS, LLC
IAR
Columbus, OH
JB
James BowmanAdvisorCheck Check Mark
JANNEY MONTGOMERY SCOTT LLC
IAR
RR
Columbus (grandview), OH
CA
Cody AndersonAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
UPPER ARLINGTON, OH
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics