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840 Rothrock Road Suite 201, Copley, OH 44321 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-30 |
Branch Locations
840 Rothrock Road Suite 201, Copley, OH 44321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nca Financial Planners | Cleveland | OH | 05/2008 | 11/2022 |
| Royal Alliance Associates | Cleveland | OH | 07/2007 | 01/2023 |
| Sequoia Financial Group, L.L.C. | Mayfield Heights | OH | 01/2022 | 08/2024 |
| Signal Tree Financial Partners Llc | Copley | OH | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-30 |
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