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Fletcher, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Wealth Management | Chicago | IL | 08/2006 | Present |
| Landmark Investment Group | Cheektowaga | NY | 02/2008 | Present |
| Twams Financial Planning, Llc | Eastlake | OH | 04/2018 | Present |
My Deliverables Team 7227 E Snyder Rd Fletcher, OH 45326 PROFESSIONAL LIASON MANAGEMENT SERVICES - WHICH ARE NOT INVESTMENT RELATED. OPERATING MANAGER - ENSURE CONTRACTORS MEET THEIR CONTRACTED ASSIGNMENTS STARTED IN JULY OF 2005. I SPEND ABOUT 120 HOURS PER MONTH DEVOTED TO THIS BUSINESS. I DEVOTE APPROXIMATELY FOUR HOURS EACH DAY TO THE BUSINESS DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-02 |
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