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2150 N Cleveland-Massillon Road, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-08-12 |
| OH | RA | APPROVED | 2015-08-11 |
Branch Locations
2150 N Cleveland-Massillon Road, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weidrick, Livesay & Company | Bath | OH | 10/1997 | Present |
| Summit Wealth Management Llc | Akron | OH | 05/2015 | Present |
1. 8/8/2007 - CPA/BOOKKEEPER/TAX PREPARER - WEIDRICK, LIVESAY, MITCHELL AND BURGE, LLC - CPA FIRM - TIME SPENT 75%. 2. 8/8/2007 - REAL ESTATE RENTAL - WLM PROPERTIES, LLC - OWNS THE LAND AND THE BUILDING THAT THE CPA PRACTICE IS IN. 3. 3/6/2009 - REGISTERED INVESTMENT ADVISOR - SYMPHONY FINANCIAL SERVICES, INC. - ASSET MANAGEMENT AND FINANCIAL PLANNING (HYBRID RIA). - AKRON, OH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-06-15 |
| S65 | Uniform Investment Adviser Law Examination | 2006-10-09 |
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