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7017 Pearl Rd Suite 12, Cleveland, OH 44130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-10 |
| TX | RA | APPROVED | 2024-01-10 |
Branch Locations
7017 Pearl Rd Suite 12, Cleveland, OH 44130 • United States
1095 Evergreen Circle Suite 200, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Divorce Strategies Group | The Woodlands | TX | 04/2014 | Present |
| Voya Financial Advisors, Inc. | The Woodlands | TX | 01/2015 | 11/2016 |
| Belpointe Asset Management, Llc | Reno | NV | 11/2016 | 10/2022 |
| Engrave Wealth Partners, Llc | The Woodlands | TX | 10/2022 | 01/2024 |
| Great Lakes Investment Mgmt, Llc Dba Intentional Wealth Partners | The Woodlands | TX | 01/2024 | Present |
1) Vanbridge, an EPIC Company Insurance Services. Investment related. 1/2024. 10 hours per month 12245 Stratford Dr. Clive, IA 50325 800-275-8622 2) Divorce Strategies Group Non investment related. 1095 Evergreen Cir suite 200, The Woodlands, TX 77380. Divorce mediation, financial education, divorce financial advisor consulting 5 hours per month during trading hours 3) SHFD Forensics, DBA under Divorce Strategies Group. non investment related. 1095 Evergreen Circle, Suite 200 The Woodlands, TX 77380. forensic accounting services, business valuation, financial expert work - owner. 4/2014. 4 hours per month during trading hours 4) DSG Forensics & Valuation services no longer - if you need to add that, go ahead. I do not use the name nor do any services under this name. It is a DBA under DSG. No longer used. 0 hours same evergreen circle address
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-31 |
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