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5054 Paramount Blvd., Medina, OH 44256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-12-11 |
| OH | RA | APPROVED | 2020-05-04 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Cleveland | OH | 09/2006 | 06/2020 |
| City Of Cleveland Law Enforcement | Cleveland | OH | 03/1997 | Present |
| Arbor Point Advisors | Independence | OH | 01/2016 | 06/2020 |
| River Wealth Management Llc | Westlake | OH | 04/2020 | Present |
YOUREFOLIO POSITION: Creator NATURE: Computer Software INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/23/2015 ADDRESS: 3511 Beverly Hills Drive, Rocky River OH 44116, United States DESCRIPTION: Provide planning software to various professional advisors POSITION: Agent NATURE: INSURANCE SALES - AGENT - START DATE: 01/2004 - LOCATED AT 5005 ROCKSIDE ROAD SUITE 915 INDEPENDENCE OH 44131 - 5% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2004 ADDRESS: 3511 Beverly Hills Drive, Rocky River OH 44116, United States DESCRIPTION: Anxilary insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-19 |
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