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122 Broad Blvd., Cuyahoga Falls, OH 44221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Cuyahoga Falls | OH | 11/2004 | Present |
| Vision Financial Management | Cuyahoga Falls | OH | 02/2014 | Present |
1. 11/01/2004 - NON-VARIABLE INSURANCE, SELL HEALTH & LTC. 2. 02/20/2014 - DBA FOR VISION FINANCIAL MANAGEMENTLPL BUSINESS (ENTITY FOR LPL BUSINESS) - CUYAHOGA FALLS, OH 3. 05/28/2014 - VISION FINANCIAL MANAGEMENT - REGISTERED INVESTMENT ADVISOR - (HYBRID) VISION FINANCIAL MANAGEMENT - TIME SPENT 50% - CUYAHOGA FALLS, OH 4. 08/14/2014 - REAL ESTATE RENTAL - TIME SPENT 1 HOUR PER MONTH - CUYAHOGA FALLS, OH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-10 |
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