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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-05-17 |
Branch Locations
1956 Carter Road Suite 200, Cleveland, OH 44113 • United States
3825 Edwards Road Suite 210, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | Seven Hills | OH | 06/2011 | 02/2021 |
| Massmutual Life Insurance Company | Cleveland | OH | 01/2021 | Present |
| Mml Investors Services | Cleveland | OH | 02/2021 | Present |
(1) NAME: BUILDERS CABLING CONTRACTORS LLC INV REL: N ADD: AT RESIDENTIAL ADDRESS NATURE: INFRASTRUCTURE WIRING POSITION: OWNER START DATE: 09/30/2014 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 (2) NAME: DOUGLAS HARBAUGH INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 04/27/2026 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 5 DESCRIBE DUTIES: LIFE, DISABILITY, LONG-TERM CARE, AND FIXED ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-02 |
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