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30195 Chagrin Blvd. Suite 360, Pepper Pike, OH 44124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-08-01 |
Branch Locations
30195 Chagrin Blvd. Suite 360, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Pepper Pike | OH | 07/2016 | 10/2024 |
| J.R. Hill & Associates | Pepper Pike | OH | 07/2016 | 03/2021 |
| Peak Wealth Solutions | Pepper Pike | OH | 03/2021 | Present |
| Osaic Wealth, Inc. | Pepper Pike | OH | 10/2024 | Present |
1. PEAK WEALTH SOLUTIONS, INC. POSITION: Principal NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2014 ADDRESS: 30195 Chagrin Blvd., 360, Pepper Pike OH 44124, United States DESCRIPTION: independent RIA. Investment related business, financial planning, retirement plan consulting.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-11-16 |
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