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Emvision Capital Advisors, LLC CRD 337827
$176M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
251 W. Garfield Rd. Suite 155, Aurora, OH 44202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-15 |
| OH | RA | APPROVED | 2026-01-13 |
Branch Locations
251 W. Garfield Rd. Suite 155, Aurora, OH 44202 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| OH | RA | APPROVED | 2008-01-24 |
Branch Locations
5500 Frantz Road Suite 151, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2008 | Present |
| Frank Wealth Management Group | Powell | OH | 01/2008 | 06/2018 |
| Investment Partners Ltd | Dublin | OH | 01/2019 | 10/2024 |
| Emvision Capital Advisors | Dublin | OH | 10/2024 | Present |
Fixed insurance sales, as of 07/01/2018, less than 10% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-07-03 |
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