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Anthony Thomas Gargano

Journey Wealth Management

Cleveland, OH

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Current Employers
Journey Wealth Management

22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-01-29
  • OH RA
    APPROVED
    Since 2021-01-29

Branch Locations

22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sequoia Financial Advisors, Llc Akron OH 07/2012 12/2018
Cbiz Investment Advsiory Services Llc Cleveland OH 12/2018 12/2020
Fsm Wealth Advisors Cleveland OH 01/2021 Present
  • 07/2012 → 12/2018
    Sequoia Financial Advisors, Llc
    Akron, OH
  • 12/2018 → 12/2020
    Cbiz Investment Advsiory Services Llc
    Cleveland, OH
  • 01/2021 → Present
    Fsm Wealth Advisors
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-27
  • S66 Uniform Combined State Law Examination
    2012-07-27

View on SEC IAPD

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