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4100 Embassy Parkway Suite 100, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2012-04-13 |
| OH | RA | APPROVED | 2010-01-19 |
Branch Locations
4100 Embassy Parkway Suite 100, Akron, OH 44333 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symphony Financial Services, Inc. | Akron | OH | 10/2009 | Present |
| Lpl Financial | Akron | OH | 10/2009 | Present |
(1) 01/06/2010 - SYMPHONY FINANCIAL SERVICES, INC. - REGISTERED INVESTMENT ADVISOR - (HYBRID) SYMPHONY FINANCIAL SERVICES, INC. - (HYBRID RIA) MANAGING ASSETS FOR A FEE. - 90% OF TIME SPENT - AKRON, OH (2) 08/20/2013 - DBA ONLY - SYMPHONY FINANCIAL SERVICES, INC. - AKRON, OH (3) 11/01/2023 - Ash Brokerage - Non-Variable Insurance - Registered Representative; Independent Agent; Fiduciary - Investment Related - At Reported Business Location(s) - Start Date 11/2023 - 2 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-09 |
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