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4450 Belden Village Ave Nw Suite 704, Canton, OH 44718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-08-07 |
Branch Locations
Lake Oswego, OR • United States
4450 Belden Village Ave Nw Suite 704, Canton, OH 44718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
AFFINITY ADVISORY NETWORK; INVESTMENT RELATED; INSURANCE PRODUCER/REPRESENTATIVE; 5/2021 TO PRESENT; SPENDS 100 HRS/MTH DURING SECURITY HOURS; WRITING ANNUITY & LIFE INSURANCE POLICIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-01 |
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