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Scott Gerald Fischer

Enza Financial, LLC

Independence, OH

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Current Employers
Enza Financial, Llc

6450 Rockside Woods Blvd S Suite 150, Independence, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-02-17
OH RA APPROVED 2021-11-17
  • TX RA
    APPROVED_RES
    Since 2022-02-17
  • OH RA
    APPROVED
    Since 2021-11-17

Branch Locations

6450 Rockside Woods Blvd S Suite 150, Independence, OH 44131 • 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
Benefits Resource Group Independence OH 11/2011 08/2017
M Holdings Securities, Inc. Portland OR 11/2011 Present
Enza Financial, Llc Independence OH 08/2014 Present
Enza Financial, Llc Independence OH 07/2021 Present
M Holdings Securities, Inc. Independence OH 11/2011 11/2021
  • 11/2011 → 08/2017
    Benefits Resource Group
    Independence, OH
  • 11/2011 → Present
    M Holdings Securities, Inc.
    Portland, OR
  • 08/2014 → Present
    Independence, OH
  • 07/2021 → Present
    Independence, OH
  • 11/2011 → 11/2021
    M Holdings Securities, Inc.
    Independence, OH
Previous Registrations
Other Businesses

1) Tudor House Advisory Council; 655 Latham Road, Akron, OH 44319; 02/01/2019; Member; Promotion, Ticket Sales, Donations and Outdoor Maintenance Sub-Committee; Not Investment Related; 4 hours/month; 4 hours/month during business hours; No Compensation. 2) Enza Financial; 6450 Rockside Woods Blvd., Suite 150, Independence, OH 44131; 07/01/2020; Senior Investment Consultant; Financial Product sales; Investment Related; 160 hours/month; 160 hours/month during business hours; Expense Reimbursement, Ownership, Profits, Commissions, Wages/Salary. 3) Enza Financial RIA; 6450 Rockside Woods Blvd., Suite 150, Independence, OH 44131; 07/01/2020; Principal; Independent RIA; Investment Related; 100 hours/month; 100 hours/month during business hours; Expense Reimbursement, Ownership, Profits, Wages/Salary. 4) EDK Corporation; 4761 Hartz Drive New Franklin, OH 44203; Not investment related; Owner; Help purchase a private water ski lake; 12/15/2025; 0 ho/mo.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-13
  • S66 Uniform Combined State Law Examination
    2002-09-13

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