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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-10-01 |
Branch Locations
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Painesville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Mayfield Heights | OH | 12/2010 | 04/2017 |
| Securities America Advisors, Inc | Cleveland | OH | 12/2010 | 04/2017 |
| Commonwealth Financial Network | Waltham | MA | 04/2017 | 09/2020 |
| Dynamic Wealth Advisors Dba Ridgevale Financial Planning | Phoenix | AZ | 10/2020 | Present |
Fixed insurance sales; as of 03/21/2018; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-17 |
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