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Sarah Ann Sherwin

Tfo Wealth Partners

Maumee, OH

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Current Employers
Tfo Wealth Partners

1440 Arrowhead Drive, Maumee, OH 43537 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-17
OH RA APPROVED 2019-03-15
  • TX RA
    APPROVED_RES
    Since 2025-12-17
  • OH RA
    APPROVED
    Since 2019-03-15

Branch Locations

1440 Arrowhead Drive, Maumee, OH 43537 • 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
Fifth Securities Perrysburg OH 02/2008 03/2019
Tfo-Tdc, Llc Maumee OH 03/2019 Present
  • 02/2008 → 03/2019
    Fifth Securities
    Perrysburg, OH
  • 03/2019 → Present
    Tfo-Tdc, Llc
    Maumee, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-02-05
  • S66 Uniform Combined State Law Examination
    2009-02-05
Other Names
  • Sarah Ann Breier

View on SEC IAPD

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Other Offices

CAMELOT EVENT-DRIVEN ADVISORS, LLC · MAUMEE, OH
THE RETIREMENT GUYS FORMULA · MAUMEE, OH
CAMELOT PORTFOLIOS, LLC · MAUMEE, OH
ATLANTIS WEALTH ADVISORS LLC · MAUMEE, OH
MUNN WEALTH MANAGEMENT, LLC · MAUMEE, OH
PATRIOT WEALTH PLANNERS LLC · MAUMEE, OH
BLACKRIDGE ASSET MANAGEMENT, LLC · Maumee, OH
OSAIC WEALTH, INC. · MAUMEE, OH

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