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2778 Centennial Road Ste A, Toledo, OH 43617 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2008-03-28 |
Branch Locations
2778 Centennial Road Ste A, Toledo, OH 43617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Structured Wealth Management, Inc. | Whitehouse | OH | 03/2008 | Present |
| Next Financial Group Inc | Toledo | OH | 07/2009 | Present |
| Liberty Partners Financial Services, Llc | Bakersfield | CA | 04/2012 | Present |
1-LIBERTY TAX (DBA)-TAX PREP, TIME SPENT 25%, OWNERSHIP 100% 2-STRUCTURED WEALTH MANAGEMENT (RIA)-RIA BUSINESS, TIME SPENT 75%, OWNERSHIP 100% 3-THOMAS ROGERS-INSURANCE SALES, TIME SPENT NONE PROVIDED, OWNERSHIP NONE PROVIDED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-08-26 |
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