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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-27 |
| OH | RA | APPROVED | 2012-06-29 |
Branch Locations
7965 North High Street, Suite 150, Columbus, OH 43235 • United States
Concord Township, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Verdi Group | Independence | OH | 08/2012 | Present |
| Voya Financial Advisors | Independence | OH | 09/2014 | Present |
| The Verdi Group | Independence | OH | 08/2012 | Present |
NAME OF ENTITY:The Verdi Group; Yes; 6450 ROCKSIDE WOOD BLVD S STE 100; INDEPENDENCE; OH; 44131; DBA; associate; 8/15/2012; 160; 160; marketing entity for the sales and service of financial services products| NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 6450 ROCKSIDE WOOD BLVD S STE 100; INDEPENDENCE; OH; 44131; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 7/25/2012; 8; 4; SALE OF FIXED INSURANCE PRODUCTS| CORNERSTONE CHRISTIAN ACADEMY POSITION: Trustee NATURE: Board of Trustees position at the school INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 2846 Som Center Rd, Willoughby Hills OH 44094, United States DESCRIPTION: Strategic planning for the school INDEPENDENT INSURANCE AGENT POSITION: INDEPENDENT INSURANCE AGENT NATURE: FIXED INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 07/25/2012 ADDRESS: 6100 Oak Tree Blvd, Independence OH 44131, United States DESCRIPTION: SALE OF FIXED INSURANCE PRODUCTS THE VERDI GROUP POSITION: associate NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/15/2012 ADDRESS: 6100 Oak Tree Blvd, Independence OH 44131, United States DESCRIPTION: marketing entity for the sales and service of financial services products CORNERSTONE CHRISTIAN ACADEMY POSITION: Treasurer NATURE: The Treasurer oversees the funds and securities of the Corporation and participates in all matters involving finance. The treasurer signs form 990 each year INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2026 ADDRESS: 2846 Som Center Rd, Willoughby Hills OH 44094, United States DESCRIPTION: The Treasurer helps the board oversee the school's finances. We have a Finance Director that write's checks, disperses cash, ect. The Treasurer does not perform any of the duties related to handling the money of the school.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-29 |
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