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Dennis Christopher Coon

Transcend Wealth

Woodmere, OH

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Current Employers
Transcend Wealth

27600 Chagrin Blvd Suite 445, Woodmere, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-09-12
OH RA APPROVED 2018-02-05
  • TX RA
    APPROVED_RES
    Since 2022-09-12
  • OH RA
    APPROVED
    Since 2018-02-05

Branch Locations

27600 Chagrin Blvd Suite 445, Woodmere, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hill Financial Group Pepper Pike OH 12/2010 12/2017
American Portfolios Financial Services, Inc. Holbrook NY 12/2011 12/2017
Transcend Wealth, Llc Woodmere OH 01/2018 Present
  • 12/2010 → 12/2017
    Hill Financial Group
    Pepper Pike, OH
  • 12/2011 → 12/2017
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 01/2018 → Present
    Transcend Wealth, Llc
    Woodmere, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-05-15
  • S66 Uniform Combined State Law Examination
    2003-05-15
Designations
Other Names
  • Dennis Christopher Coon

View on SEC IAPD

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Other Offices

FIFTH THIRD SECURITIES, INC. · WOODMERE, OH
ROCKEFELLER FINANCIAL LLC · Woodmere, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WOODMERE, OH
J.P. MORGAN SECURITIES LLC · Woodmere, OH
LPL FINANCIAL LLC · PEPPER PIKE, OH
RESOURCE STRATEGIES INC · PEPPER PIKE, OH
WILSON & BROWNING, INC. · PEPPER PIKE, OH
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PEPPER PIKE, OH

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