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Rockport Wealth Advisors CRD 297122
$676M regulatory AUM 6 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
22730 Fairview Center Dr Suite# 150, Fairview Park, OH 44126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-01-12 |
| OH | RA | APPROVED | 2024-01-10 |
Branch Locations
22730 Fairview Center Dr Suite# 150, Fairview Park, OH 44126 • 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 |
|---|---|---|---|---|
| Investacorp, Inc. | Miami Lakes | FL | 05/2003 | 07/2020 |
| Essex Securities, Llc | Atlanta | GA | 07/2020 | 11/2021 |
| The J. Arnold Wealth Management Co. | Canfield | OH | 02/2017 | Present |
| Rockport Wealth, Llc Dba Rockport Wealth Advisors | Fairview Park | OH | 01/2024 | Present |
1) ELLIS FINANCIAL SERVICES IS AN ACTIVE LLC - NOT IN USE/NOT OFFERING SERVICES. 2) ELLIS WEALTH MANAGEMENT LLC - ACTIVE LCC AS A PASS-THROUGH (COMPENSATION) ONLY - NOT OFFERING SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-02 |
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