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Akron, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-16 |
| OH | RA | APPROVED | 2021-10-28 |
Branch Locations
Springboro, OH • United States
Akron, OH • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heckler/Lentz Partnership | Dayton | OH | 01/2004 | Present |
| Sterne Agee Financial Services, Inc. | Troy | OH | 09/2014 | Present |
| Sterne Agee Investment Advisor Services, Inc. | Birmingham | AL | 01/2015 | Present |
| Beacon Capital Distributors Advisors | Springboro | OH | 09/2021 | Present |
| Armor Financial Management, Llc | Springboro | OH | 05/2016 | Present |
| Sa Stone Wealth Management Inc. | Birmingham | AL | 09/2014 | 06/2021 |
| Sa Stone Investment Advisors Inc. | Birmingham | AL | 09/2014 | 06/2021 |
1)Armor Financial Management, LLC 1207 Timberhawk Trail Centerville, OH 45458 Nature of Business: DBA as well as for the purposes of life, disability, long term care insurance sales. Position: President/ Owner Duties: President/ Owner Investment related: Yes Start Date: 5/11/2016 40 hrs a month devoted to business 40 hrs a month during market hours Independent Insurance Agent writing Long Term Care Insurance, Disability Insurance, and Life Insurance for commissions through several different carriers. MIG Living; investment related: No; Location: P.O. Box 327 Rockwood Tennesse 37854-0327 United States; Description of the business: A health and beauty product company; Responsibilities Duties: Marketing; Start date with business: 2022-06-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-15 |
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