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3298 Stones Throw Ave, Poland, OH 44514 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-10-18 |
| TX | RA | APPROVED_RES | 2022-09-01 |
| OH | RA | APPROVED | 2022-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hovanic, Dunham, & Associates | Youngstown | OH | 10/2017 | Present |
| Hda Wealth Management, Llc | Poland | OH | 09/2021 | Present |
| Stonex Securities Inc | Poland | OH | 07/2013 | Present |
1) Dunham Enterprises D/B/A HDA Wealth Management 3298 Stones Throw Ave Poland, OH 44514 Nature of Business: Investment advice and sales Investment Related: Yes Title: Financial Advisor Start Date: 10/02/2017 Duties:Selling investment and insurance products. Give investment advice. Hours Devoted to Business: 90 Hours Devoted to Business during Market Hours: 90
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-21 |
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