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Michael J Sobitz

Sobitz Financial Group, LLC

Uniontown, OH

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Current Employers
Sobitz Financial Group, Llc

3500 Massillon Road, Suite 490, Uniontown, OH 44685 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-11
TX RA APPROVED_RES 2025-11-05
OH RA APPROVED 2025-09-04
  • FL RA
    APPROVED
    Since 2025-12-11
  • TX RA
    APPROVED_RES
    Since 2025-11-05
  • OH RA
    APPROVED
    Since 2025-09-04

Branch Locations

3500 Massillon Road, Suite 490, Uniontown, OH 44685 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sobitz & Co., Inc. Uniontown OH 09/1971 08/2025
Capital Analysts, Incorporated Uniontown OH 01/1994 08/2025
Lincoln Investment Uniontown OH 06/2012 08/2025
Sobitz Financial Group Uniontown OH 09/2025 Present
  • 09/1971 → 08/2025
    Sobitz & Co., Inc.
    Uniontown, OH
  • 01/1994 → 08/2025
    Capital Analysts, Incorporated
    Uniontown, OH
  • 06/2012 → 08/2025
    Uniontown, OH
  • 09/2025 → Present
    Sobitz Financial Group
    Uniontown, OH
Previous Registrations
  • 2012-06-01 → 2025-09-03
    Uniontown, OH
    Union, KY
  • 2012-06-05 → 2025-09-03
    Uniontown, OH
  • 2010-11-10 → 2012-06-01
    Cincinnati Analysts, Inc.
    Uniontown, OH
    Cincinnati, OH
Other Businesses

MICHAEL J SOBITZ CPA POSITION: Self Employed as a Sole Proprietor NATURE: Tax return preparation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 1 START DATE: 09/01/1979 ADDRESS: 3500 Massillon Rd, Suite 490, Uniontown OH 44685, United States DESCRIPTION: Preparation of individual tax returns SOBITZ FINANCIAL GROUP LLC POSITION: Owner and Agent NATURE: Insurance, LIfe, Health, P&C INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/1979 ADDRESS: 3500 Massillon Rd, Suite 490, Uniontown OH 44685, United States DESCRIPTION: Advise clients regarding their insurance needs. SOBITZ & COMPANY, INC. POSITION: Owner NATURE: Tax & Accounting Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2019 ADDRESS: 3500 Massilon Road, Uniontown OH 44658, United States DESCRIPTION: Use thiscorporation for paying out payroll, maintenance, expenses, etc. through this company.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-02-29
  • S63 Uniform Securities Agent State Law Examination
    1996-02-29
Designations

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