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600 Superior Avenue East Suite 2550, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-05-07 |
| OH | RA | APPROVED | 2016-04-26 |
Branch Locations
600 Superior Avenue East Suite 2550, Cleveland, OH 44114 • 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 |
|---|---|---|---|---|
| Cw Insurance, Llc | Cleveland | OH | 12/2018 | Present |
| Cleveland Wealth, Llc | Cleveland | OH | 04/2016 | Present |
NAME:DOUGLAS SOCKMAN, INV REL: Y ADDR: 2012 W. 25TH STREET, SUITE 900 CLEVELAND OH 44113 NATURE: LIFE, LTC, DI, FIXED ANNUITIES POSITION: SALES START: 2004 NO HR/MO: 8 NO HR/MO DUR TRADING: 8 (2)NAME: DOUGLAS W SOCKMAN INV REL: Y ADDR: 2967 WATERFALL WAY, WESTLAKE OH 44145 NATURE: RENTAL PROPERTY POSITION: OWNER START: 2000 NO HR/MO: 4 NO HR/MO DUR TRADING: 2 DOUGLAS SOCKMAN IS THE OWNER OF CW INSURANCE, LLC AS OF DECEMBER 2018. MR. SOCKMAN SPENDS 5 HOURS PER MONTH ON THESE ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-08-18 |
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