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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2024-08-20 |
| ND | RA | APPROVED | 2024-08-19 |
| NE | RA | APPROVED | 2024-08-15 |
| CA | RA | APPROVED | 2024-08-14 |
| IL | RA | APPROVED | 2024-08-14 |
| IA | RA | APPROVED | 2024-08-14 |
| KS | RA | APPROVED | 2024-08-14 |
| MN | RA | APPROVED | 2024-08-14 |
| MO | RA | APPROVED | 2024-08-14 |
| WI | RA | APPROVED | 2024-08-14 |
Branch Locations
Naperville, IL • United States
6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Treloar & Heisel, Llc | New Castle | PA | 02/2003 | Present |
| Wcg Wealth Advisors, Llc | New Castle | PA | 12/2016 | 07/2024 |
| Massachusetts Mutual Life Insurance Co | Springfield | MA | 07/2003 | 07/2024 |
| Mml Investors Services | Pittsburg | PA | 07/2003 | 12/2016 |
| Mai Capital Management, Llc | Cleveland | OH | 06/2024 | Present |
1) Treloar & Heisel, LLC: Fixed insurance sales/sale of non-variable insurance; Accident and Health Insurance Products and Property & Casualty for various carriers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-24 |
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