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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-05-21 |
| OH | RA | APPROVED | 2018-05-18 |
Branch Locations
4150 Belden Village St Nw Suite 605, Canton, OH 44718 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canton | OH | 06/2004 | 04/2018 |
| Bank Of America, N.A. | Canton | OH | 12/2009 | 04/2018 |
| Stratos Wealth Advisors, Llc | Massillon | OH | 05/2018 | Present |
1) Generation Investment Management - Investment Related - 4150 Belden Village Street Ste 605 Canton, OH 44718 - Life Insurance - Start Date: 12/01/2019 - number of hours devoted/during trading hours: 1 - Life insurance used in strategic positions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-28 |
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