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6595 Brecksville Road Suite 3, Independence, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-05-05 |
| OH | RA | APPROVED | 2012-05-15 |
Branch Locations
6595 Brecksville Road Suite 3, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid Atlantic Capital Corporation | Independence | OH | 11/2010 | Present |
| Mid Atlantic Financial Management, Inc | Independence | OH | 11/2010 | Present |
| Riverview Research, Llc | Brecksville | OH | 05/2012 | Present |
| Oberlin Wealth Partners, Llc | Bryan | OH | 09/2013 | Present |
PRESIDENT OF RIVERVIEW RESEARCH LLC, THIS IS AN INVESTMENT RELATED FIRM WHERE HE SPENDS APPX 95% OF HIS TIME PORTFOLIO MANAGER - OBERLIN WEALTH PARTNERS, LLC INVESTMENT RELATED FIRM WHERE HE SPENDS APPX 5% OF HIS TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-09 |
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