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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-21 |
Branch Locations
35651 Detroit Road, Avon, OH 44011 • United States
Avon, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Rocky River | OH | 02/2014 | 05/2019 |
| Oneamerica Securities | Rocky River | OH | 02/2014 | 05/2019 |
| Cetera Advisors Llc | Denver | CO | 05/2019 | Present |
| Velocity Advisors, Llc | Toledo | OH | 02/2014 | Present |
| Baystyle Llc, Dba Baystyle Salon Suites | Bay Village | OH | 06/2023 | 02/2024 |
| West Oviatt Properties, Llc | Bay Village | OH | 06/2023 | 02/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
| Wealth Health, Llc | Avon | OH | 10/2024 | Present |
| Wealth Health Llc | Avon | OH | 10/2024 | Present |
1) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE 05/2019, INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE 2) VELOCITY ADVISORS, LLC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 02/2014, PARTNER, APX NUMBER OF HOURS PER WEEK: 50, 32.5. DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 3) NAME OF OTHER BUSINESS: LORAIN COUNTY GOP; INVESTMENT RELATED: NO; ADDRESS: 457 GRISWOLD RD ELYRIA OH 44035; NATURE OF BUSINESS: ELECTION SERVICE; START DATE: 10/2020; POSITION/TITLE/RELATIONSHIP: OUTREACH COORDINATOR; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: VOLUNTEER AND DROP OFF FLYERS DOOR TO DOOR; 4) NAME OF OTHER BUSINESS: UNITED STATES NAVAL ACADEMY/OHIO NATIONAL GUARD; INVESTMENT RELATED: NO; ADDRESS: 121 BLAKE ROAD ANNAPOLIS, MD 21402; NATURE OF BUSINESS: RECRUITING; START DATE: 04/2023; POSITION/TITLE/RELATIONSHIP: BLUE AND GOLD OFFICER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: MEET WITH PROSPRCTIVE RECRUITS AND EDUCATE ON THE ACADEMY AND NAVY, INTERVIEW FOR ADMISSION, COMMUNICATE WITH FAMILIES; 5) NAME OF OTHER BUSINESS: WEALTH HEALTH, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES,6) NAME OF OTHER BUSINESS: WEALTH HEALTH LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6) NAME OF OTHER BUSINESS: AKRON CITY FC- LORAIN; INVESTMENT RELATED: NO; ADDRESS: 36680 WEST SHORE PARKWAY, NORTH RIDGEVILLE, OH 44039; NATURE OF BUSINESS: SOCCER CLUB; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ORGANIZE THE SOCCER TEAM AND MAKE SURE VENUE AND PLAYERS ARE TAKEN CARE OF;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-19 |
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