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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-08 |
Branch Locations
5900 Landerbrook Drive Suite 205, Mayfield Hts, OH 44124 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-14 |
Branch Locations
5900 Landerbrook Drive Suite 205, Mayfield Hts, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Mayfield Heights | OH | 08/2005 | 06/2024 |
| Securities America Advisors, Inc | Mayfield Heights | OH | 08/2005 | 06/2024 |
| Cedar Brook Financial Partners, Llc | Cleveland | OH | 02/2018 | 03/2021 |
| Arbor Point Advisors | Mayfield Heights | OH | 04/2021 | 11/2024 |
| Osaic Wealth, Inc. | Mayfield Hts | OH | 06/2024 | Present |
| Osaic Wealth, Inc. | Mayfield Hts | OH | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. ASH BROKERAGE POSITION: Sales and Service of potential and current clients NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2005 ADDRESS: 888 Harrison St Ste 900, Fort Wayne IN 46802 DESCRIPTION: Ash Brokerage has been my primary insurance provider for most of my 20 year career. They offer illustrations of potential new products, analysis of existing policies and guidance on prospective cases. 2. ARBOR GROUP ADVISORS POSITION: Advisor NATURE: Investing as both an RIA with Arbor Point and BD with Securities America INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 38 START DATE: 04/01/2021 ADDRESS: Arbor Group Advisors, 5900 Landerbrook Drive, Suite 205, Mayfield Heights OH 44124 DESCRIPTION: Fee based and Commission based activities are part of our activity 3. ASH BROKERAGE POSITION: Sales and Service of potential and current clients NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2005 ADDRESS: 888 Harrison Street, Suite 900, Fort Wayne IN 46802, United States DESCRIPTION: Ash Brokerage has been my primary insurance provider for most of my 20 year career. They offer illustrations of potential new products, analysis of existing policies and guidance on prospective cases.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-04-23 |
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