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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-16 |
| OH | RA | APPROVED | 2025-12-15 |
Branch Locations
6788 Providence St. Po Box 2727, Whitehouse, OH 43571 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
1. Owner, Eric Watson Financial Group, LLC a private entity established to facilitate securities, advisory, and insurance business; Located at 6788 Providence St Whitehouse, OH 43571 as of 1/1/2013; 10% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; Located at 6788 Providence St Whitehouse, OH 43571, as of 9/1/2012; 15% of time spent during business hours; Conducted at branch location; Investment related. 3. Owner & President, Turtle Shell Properties, LLC, a private entity created for owning property located in Whitehouse, OH, as of 05/01/2019; 0% of time spent during business hours; Not conducted at branch; Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-18 |
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