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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-05-18 |
| OH | RA | APPROVED | 2018-05-15 |
Branch Locations
4150 Belden Village St Nw Suite 605, Canton, OH 44718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canton | OH | 11/1999 | 05/2018 |
| Bank Of America, N.A. | Canton | OH | 02/2014 | 05/2018 |
| Stratos Wealth Advisors | Massillon | OH | 05/2018 | Present |
1) Generations Investment Management - Investment-Related - Address: 4150 Belden Village Street Canton, OH 44718 - Nature of Business: Life Insurance - Start Date: 12/1/2019 - Number of hours devoted per month: 2 - Number of hours devoted per month during trading hours: 2 - Description: Life insurance used in strategic positions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-21 |
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