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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-11 |
Branch Locations
6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Treloar & Heisel, Llc | New Castle | PA | 03/1991 | Present |
| Massachusetts Mutual Life Insurance Co | Springfield | MA | 06/1998 | Present |
| Mml Investors Services, Inc. | New Castle | PA | 12/1998 | 12/2016 |
| Wcg Wealth Advisors, Llc | New Castle | PA | 12/2016 | 07/2024 |
| Mai Capital Management Llc | Cleveland | OH | 09/2024 | Present |
(1) Treloar & Heisel, LLC: Fixed insurance sales/sale of non-variable insurance; Accident and Health Insurance Products and Property & Casualty for various carriers. (2) NAME: ROBERT J THOMALLA TRUST, INV REL: N ADDR: 11512 W 183RD ST, ORLAND PARK, IL NATURE: TRUST, POSITION: TRUSTEE, START:2012, NO HR/MO: 1 NO HR/MO DUR TRADING: 0. (3) TRELOAR & HEISEL, LLC - NON-INVESTMENT RELATED - OWNER (4) AMERICAN ACADEMY OF PEDIATRIC DENTISTRY FOUNDATION - NON-INVESTMENT RELATED - CHARITY - BOARD MEMBER (5) INVOLTA, LLC - NON-INVESTMENT RELATED - IT COMPANY - BOARD MEMBER
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-24 |
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