Bradley Jay Schlang

Current Employers

Employment History

• 06/2005 → 06/2024
  Securities America, Inc.
  Cleveland, OH
• 07/2005 → 06/2024
  Securities America Advisors, Inc.
  Cleveland, OH
• 02/2006 → Present
  Everbank Advisor Program
  Islandia, NY
• 10/2020 → 11/2024
  Arbor Point Advisors
  Cleveland, OH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mayfield Hts, OH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mayfield Hts, OH
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2020-10-23 → 2024-11-08
  Arbor Point Advisors
  Mayfield Heights, OH
  Cleveland, OH
  Mayfield Hts, OH
• 2005-07-22 → 2024-06-14
  Securities America Advisors, Inc.
  Mayfield Heights, OH
  Cleveland, OH
  Mayfield Hts, OH
• 2018-03-09 → 2020-11-13
  Cedar Brook Group
  Cleveland, OH
• 2000-01-01 → 2005-07-20
  Osaic Fa, Inc.
  Cleveland, OH

Other Businesses

1. PARK SYNAGOGUE POS: Board Member NATURE: Member INVESTMENT RELATED: No # OF HRS:2 SECURITIES TRADING HRS:0 START DATE: 8/18/15 ADDY:27500 Shaker BLVD, Pepper Pike OH 44124 2. PROFESSIONAL ADVISORY COUNCILS POS: Attendee NATURE: participated in "professional Advisory Councils" with several local charities no advice, INVESTMENT RELATED: No # OF HRS: 2 SECURITIES TRADING HRS: 0 START DATE: 7/1/96 ADDY: 5900 Landerbrook Dr, Ste 205 Cleveland, Ohio 44124 3. INSURANCE POS: Agent NATURE: LIFE INSURANCE w/BROKERAGE COMPANIES INVESTMENT RELATED: Yes # OF HRS: 5 SECURITIES TRADING HRS: 5 START DATE: 7/15/96 ADDY: 5900 Landerbrook Dr, Suite 205Cleveland, Ohio 44124 4. NOPGC - NORTHERN OHIO PLANNED GIVING COUNCIL POS: Member NATURE: Member Northern Ohio Planned Giving Council (NOPGC) INVESTMENT RELATED: No # OF HRS: 2 SECURITIES TRADING HOURS: 0 START DATE: 7/1/06 ADDY: 4036 Center Rd, Ste B, Brunswick OH 44212 5. Bradley Schlang is a Trustee of the Wingspan Care Group Board where he has held this position for approximately 15 years. He also sits on the Finance Committee. 6. Bradley Schlang is a Trustee of the Bellefaire JCB Board where he has held this position for approximately 20 years. He is a life member after serving as Board Chair. He also sits on the Finance Committee. 7. ETON FINANCIAL SERVICES POSITION: Sole Proprietor NATURE: Eton Financial Services - DBA for my SAI/Arbor Point Practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 30 START DATE: 10/19/2020 ADDY: 5900 Landerbrook Drive, Suite 205 5900 Landerbrook Drive, Suite 205 Cleveland, Ohio 44124 DESCRIPTION: Financial Advisor, IAR, Registered Rep and Insurance Agent 8. BREAKTHROUGH CHARTER SCHOOLS BOARD POSITION: Board Member NATURE: Board Member - Breakthrough Charter Schools INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/08/2015 ADDRESS: 3615 Superior Avenue, Suite 3103A, Cleveland OH 44114 DESCRIPTION: Board Member - No Committees assigned yet. 9. MONARCH INVESTMENT GROUP POSITION: Owner NATURE: Monarch Investment Group is an LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2017 ADDRESS: 7545 Cottonwood Trail, Chagrin Falls OH 44023 DESCRIPTION: I will review investment opportunities and determine which ones are appropriate for me and my family. These will be passive investments in private equity, venture capital or private real estate transactions either directly or through funds. There will be no solicitation of clients to this LLC, but there may be clients who independently choose to invest in the same underlying Private Equity or Venture Capital investments. 12. JEWISH FEDERATION OF CLEVELAND POS: See Above NATURE: Charitable Board/Committe Work INVESTMENT RELATED: No 3 OF HRS: 25 SECURITIES TRADING HRS: 10 START DATE: 1/19/17 ADDY: 25701 Science Park Dr, Cleveland OH 44122 DESCRIPTION: Board Member/active role is as past Chair of the Community Relations Committe. The CRC is the official voice of the Jewish community in Cleveland. As Chair I will often act as spokesperson for the community. Past Chair of Government Relations Committe. Currently on Investment Committee, Community Planning Committee and Endowment Committee 13. MT SINAI HEALTH FOUNDATION POSITION: Board Member and Invest Comm Chair NATURE: Non Profit Foundation - The Foundation is responsible for allocating grant dollars to local charities INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 06/05/2024 ADDRESS: 10501 Euclid Ave, Cleveland OH 44106, United States DESCRIPTION: Board member and Chair of the investment committee and member Leadership Development Committee. I will not manage any of the investments for the Foundation and I understand I am not able to make unilateral decisions on the investments but I am allowed to participate in the discussion and voting related to specific investments

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-07-01