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22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-03-17 |
Branch Locations
22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 01/2015 | 02/2021 |
| Sequoia Financial Group Llc | Fairlawn | OH | 01/2015 | 02/2021 |
| Signal Tree Financial Partners Llc | Copley | OH | 03/2021 | 02/2022 |
| Fsm/Journey Wealth | Cleveland | OH | 02/2022 | Present |
(1) Notary Public, State of Ohio; not investment-related; 2221 State Route 46 N, Jefferson, OH, 44047; notary service; notary; no relationship with Signal Tree Financial Partners, LLC; start date: 1/1/2000; 1 hour per month; notarize documents, uncompensated.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-08 |
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