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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 | 2025-07-24 |
Branch Locations
5650 Blazer Parkway Suite 112, Dublin, OH 43017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortune Financial Services, Inc. | Dublin | OH | 04/2009 | Present |
| Parallel Equity Advisors Ltd. | Dublin | OH | 02/2010 | Present |
| Parallel Equity Advisors Ltd. | Dublin | OH | 07/2025 | Present |
| Symphony Partners | Dublin | OH | 01/2009 | Present |
(1) Symphony Partners; Yes; Dublin, OH; Insurance Agent; 01/2009; 10/ HRS MO; 10/ HRS MO (2) Fortune Financial Services, Inc.; Yes; Dublin, OH; Broker-Dealer; Registered Representative; 04/2009; 80/ HRS MO; 80/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-19 |
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