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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-12-14 |
Branch Locations
9 Professional Circle Suite 202, Colts Neck, NJ 07722 • United States
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Prosperity Group | Shrewsbury | NJ | 11/2011 | 12/2017 |
| United Planners' Financial Services | Scottsdale | AZ | 03/2014 | 12/2016 |
| Usa Financial Securities | Ada | MI | 01/2017 | 01/2018 |
| Ronan Financial Advisors, Llc Dba Alicorn Financial Group | Shrewsbury | NJ | 11/2011 | 12/2025 |
| Horter Investment Management | Cincinatti | OH | 02/2018 | 06/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2019 | 12/2020 |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 12/2020 | Present |
| Alicorn Financial Advisors, Llc | Shrewsbury | NJ | 12/2025 | Present |
(1) Fixed Insurance: Gary Ronan is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not limited to life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Gary Ronan spends approx. 10 hrs/week during trading hours on this activity. (2) Gary Ronan is the Owner of Alicorn Financial Advisors, LLC which is the operating entity for Mr. Ronan's advisory and insurance business and the dba he uses to promote his advisory activities. Mr. Ronan spends approximately forty hours per week during trading hours working under this entity. (3) Gary Ronan is the Owner of AFG Tax Services LLC. Mr. Ronan offers tax preparation and consulting services through this entity for a fee. Mr. Ronan is involved in this activity approximately 10 hours per month during trading hours. This is not an investment-related activity. (4) Gary Ronan owns Ronan Rental Properties, a rental property company. Mr. Ronan spends approximately 1 hour per month on this activity during non-trading hours. This is not an investment-related activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-02 |
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