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30700 Center Ridge Road Suite A, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-02-11 |
Branch Locations
30700 Center Ridge Road Suite A, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dbk Financial Counsel, Llc | Cuyahoga Falls | OH | 11/2019 | 02/2023 |
| Townsend Group | Cleveland | OH | 04/2015 | 10/2019 |
| Elios Financial Group, Inc. | Westlake | OH | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-03 |
| S65 | Uniform Investment Adviser Law Examination | 2016-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-22 |
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