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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| OH | RA | APPROVED | 2021-12-09 |
Branch Locations
1535 N. River Road, Fremont, OH 43420 • United States
36610 Detroit Road, Avon, OH 44011 • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2017 | 11/2018 |
| Us Bank | Columbus | OH | 03/2016 | 05/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2017 | 11/2018 |
| The Prudential Insurance Company Of America | Mayfield Heights | OH | 11/2018 | 04/2021 |
| Pruco Secruities, Llc | Mayfield Heights | OH | 11/2018 | 04/2021 |
| Marigold Catering | Cleveland | OH | 08/2019 | 10/2019 |
| Cambridge Investment Group Inc. | Fairfield | IA | 07/2017 | 11/2018 |
| Equitable Advisors Llc | New York | NY | 04/2021 | 12/2021 |
| Thyme Catering | Avon Lake | OH | 04/2021 | 11/2022 |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Avon | OH | 12/2021 | Present |
| Jl Smith Holistic Wealth Management (Dba For Advisory Business) | Avon | OH | 12/2021 | Present |
1) Mr. Grossman is a licensed insurance agent. In this capacity, he may offer fixed insurance products including but not to limited 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. Mr. Grossman spends approx. 10 hrs/week during trading hours on this activity. 2) Justin Grossman works with the local chapter of the American Financial Education Alliance (AFEA). Mr. Grossman conducts several seminars per month to help eliminate financial illiteracy as part of his marketing efforts. There are no product sales or company names mentioned at these seminars.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-26 |
| S65 | Uniform Investment Adviser Law Examination | 2017-08-23 |
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