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2778 Centennial Road Ste A, Toledo, OH 43617 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-25 |
Branch Locations
2778 Centennial Road Ste A, Toledo, OH 43617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swm Tax Inc | Toledo | OH | 11/2011 | 07/2017 |
| Toledo Metropolitan Area Council Of Governments | Toledo | OH | 07/2017 | 12/2024 |
| Structured Wealth Management | Toledo | OH | 01/2025 | Present |
Integrated Tax & Accounting Solutions, not investment related, 7735 Little Rd, Sylvania OH 43560, Tax Preparation and Accounting, Owner, started business in 2016, 10-20 hours, 2-3 hours, I prepare taxes during tax season
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-30 |
| S66 | Uniform Combined State Law Examination | 2008-07-21 |
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