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5650 Blazer Parkway Suite 112, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-19 |
| PA | RA | APPROVED | 2026-01-27 |
| OH | RA | APPROVED | 2010-04-26 |
Branch Locations
5650 Blazer Parkway Suite 112, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortune Financial Services, Inc. | New Brighton | PA | 08/2009 | Present |
| Symphony Partners Advisory Ltd., Llc | Dublin | OH | 03/2010 | Present |
| Symphony Partners | Dublin | OH | 08/2009 | Present |
SYMPHONY PARTNERS; INVESTMENT-RELATED; DUBLIN, OH; INSURANCE SERVICES; PARTNER/INSURANCE AGENT; 08/2009; APPROX. 25-30 HRS/WK SPENT IN THIS BUSINESS PART OWNER OF PARALLEL EQUITY ADVISORS, LTD. NON PRODUCING IAR STATUS, CHIEF COMPLIANCE OFFICER PER STATE OF OHIO. ONE STATE AUDIT PER YEAR/8 HOURS PER YEAR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-05 |
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