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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-10-30 |
Branch Locations
411 Wolf Ledges Pkwy #304, Akron, OH 44311 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Retirement Planning, Llc | Akron | OH | 03/2003 | Present |
| Retirement Wealth Advisors, Inc. | Akron | OH | 12/2014 | 07/2021 |
| Belpointe Asset Management, Llc | Akron | OH | 07/2021 | 10/2023 |
| Simplicity Wealth | Summit | NJ | 10/2023 | Present |
1. Creative Retirement Planning, LLC; Investment Related, 411 Wolf Ledges Parkway #304 Akron, OH; Insurance sales; Co-Owner/President & Insurance agent; started on03/2003, 100 hours per month; 100 hours during trading hours, Independent Sales of insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-31 |
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