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5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-12-18 |
| OH | RA | APPROVED | 2017-10-11 |
Branch Locations
5850 Waterloo Road Suite 140, Columbia, MD 21045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westbourne Investments Inc | Alexandria | VA | 03/2015 | 09/2017 |
| Strategic Wealth Partners | Independence | OH | 10/2017 | Present |
MAVRIK DIGITAL - NOT INVESTMENT RELATED P.O. BOX 261 ODENTON, MD 21113 DIGITAL MARKETING & ADVERTISING OWNER, 1/2017, 40 HRS./MO. 0 DURING SECURITY TRADING HOURS MANAGE CLIENT RELATIONSHIPS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-19 |
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