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6450 Rockside Woods Blvd S Suite 150, Independence, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-17 |
| OH | RA | APPROVED | 2021-11-17 |
Branch Locations
6450 Rockside Woods Blvd S Suite 150, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-13 |
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