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22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-08-29 |
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 |
|---|---|---|---|---|
| Costin & Company, Cpa | North Ridgeville | OH | 11/2001 | 08/2022 |
| Beacon Financial Planners | Beachwood | OH | 03/2008 | 08/2022 |
| Lincoln Investment | North Ridgeville | OH | 06/2012 | 08/2022 |
| Beacon Financial Advisory Llc | Beachwood | OH | 08/2015 | 08/2022 |
| Journey Wealth Management | Cleveland | OH | 08/2022 | Present |
COSTIN & KENDALL, CPA POSITION: Staff accountant NATURE: Accounting Firm INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 11/01/2001 ADDRESS: 36591 Center Ridge Rd, Ste 105, North Ridgeville OH 44039, United States DESCRIPTION: Accounting and tax services BEACON FINANCIAL ADVISORY LLC POSITION: Register Investment Advisor Representative NATURE: Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2015 ADDRESS: 36591 Center Ridge Rd Ste 105, North Ridgeville OH 44039, United States DESCRIPTION: Investment Advisory BEACON FINANCIAL PARTNERS POSITION: Life Insurance and Annuities Sales Representative NATURE: Life Insurance and Annuities Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/28/2013 ADDRESS: 36591 Center Ridge Rd, Ste 105, North Ridgeville OH 44039, United States DESCRIPTION: Sale of Life Insurance and Annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-19 |
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