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5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-26 |
| OH | RA | APPROVED | 2023-02-16 |
| TX | RA | APPROVED | 2023-02-16 |
Branch Locations
5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
27400 Riverview Center Blvd. Suite 3, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybanc Capital Markets Inc. | Cleveland | OH | 05/2000 | 03/2019 |
| Ameriprise Financial Services, Llc | Avon | OH | 07/2019 | 06/2021 |
| Landing Point Financial Group, Llc | Avon | OH | 06/2021 | 02/2023 |
| Venture Visionary Partners Llc | Sylvania | OH | 02/2023 | Present |
| Unemployed | Avon | OH | 03/2019 | 07/2019 |
(1) Independent licensed insurance agent, Investment Related, Westlake, OH 44145, Variable and Fixed Accident, Life and Health Insurance, 11/2019, 0-1 hours per month, 0-1hrs during trading hours;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-13 |
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