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5054 Paramount Blvd., Medina, OH 44256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-12-10 |
| OH | RA | APPROVED | 2020-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Independence | OH | 12/2011 | 06/2020 |
| Arbor Point Advisors | Independence | OH | 01/2016 | 06/2020 |
| River Wealth Management Llc | Westlake | OH | 04/2020 | Present |
JK INVESTMENT GROUP, INC. POSITION: Insurance Sales Professional NATURE: I solicit and sell insurance products (disability, life, long term care) under the JK Investment Group name/umbrella INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/24/2012 ADDRESS: 5005 ROCKSIDE ROAD, SUITE 915, INDEPENDENCE OH 44131 DESCRIPTION: I solicit and sell insurance products under the JK Investment Group name/umbrella
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-18 |
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