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1700 Woodlands Drive Suite 100, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-09-11 |
Branch Locations
1700 Woodlands Drive Suite 100, Maumee, OH 43537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Camelot Portfolios | Maumee | OH | 09/2010 | 11/2020 |
| Laura N. Walker, Attorney At Law | Maumee | OH | 08/2010 | Present |
| Munn Wealth Management, Llc | Maumee | OH | 09/2010 | Present |
| Spengler Nathanson, Pll | Toledo | OH | 11/2020 | 04/2022 |
| Covrett, Graeff & Wittenberg, Ltd. | Toledo | OH | 10/2025 | Present |
1) MUNN WEALTH MANAGEMENT; RELATIONSHIP SERVICE/CONSULTING; RELATIONSHIP MANAGER; 80% TIME SPENT; 0% OWNERSHIP; 2) LAURA N. WALKER ATTORNEY AT LAW; MAUMEE, OH; ATTORNEY; NOT INVESTMENT RELATED; 100% OWNERSHIP; TIME SPENT: 10%; TERM: INDEFINITE; 3) COVRETT, GRAEFF & WITTENBERG, Ltd.; OF COUNSEL; TOLEDO, OH; NOT INVESTMENT RELATED; TIME SPENT: 10%;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-03 |
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