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Current Employers
Aan Wealth Advisors Llc

4450 Belden Village Ave Nw Suite 704, Canton, OH 44718 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-08-07
  • OR RA
    APPROVED
    Since 2025-08-07

Branch Locations

Lake Oswego, OR • United States

4450 Belden Village Ave Nw Suite 704, Canton, OH 44718 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aan Wealth Advisors Llc Canton OH 08/2025 Present
Affinity Advisory Network Lake Oswego OR 05/2021 Present
Velapoint Insurance Hillsboro OR 08/2014 05/2021
  • 08/2025 → Present
    Canton, OH
  • 05/2021 → Present
    Affinity Advisory Network
    Lake Oswego, OR
  • 08/2014 → 05/2021
    Velapoint Insurance
    Hillsboro, OR
Other Businesses

AFFINITY ADVISORY NETWORK; INVESTMENT RELATED; INSURANCE PRODUCER/REPRESENTATIVE; 5/2021 TO PRESENT; SPENDS 100 HRS/MTH DURING SECURITY HOURS; WRITING ANNUITY & LIFE INSURANCE POLICIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-06
S63 Uniform Securities Agent State Law Examination 2007-10-01
  • S65 Uniform Investment Adviser Law Examination
    2025-05-06
  • S63 Uniform Securities Agent State Law Examination
    2007-10-01

View on SEC IAPD

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