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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-08 |
Branch Locations
5900 Landerbrook Drive Suite 205, Mayfield Hts, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Mayfield Heights | OH | 10/2011 | 06/2024 |
| Securities America Advisors, Inc. | Mayfield Heights | OH | 06/2012 | 04/2019 |
| Cedar Brook Financial Partners, Llc | Cleveland | OH | 02/2018 | 03/2021 |
| Arbor Point Advisors | Mayfield Heights | OH | 03/2021 | 11/2024 |
| Osaic Wealth, Inc. | Mayfield Hts | OH | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
ARBOR POINT ADVISOR POSITION: Advisor NATURE: Securities sales, agent/advisor capacity INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2021 ADDRESS: 5900, Suite 205, Cleveland OH 44124, United States DESCRIPTION: Corporate retirement plans - design, implement and ongoing management. Helping clients fill a need should one exist.
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