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2650 W. Market St. 2Nd Floor, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-04 |
| OH | RA | APPROVED | 2020-07-26 |
Branch Locations
2650 W. Market St. 2Nd Floor, Akron, OH 44333 • United States
Georgetown, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baldwin Wallace University | Berea | OH | 08/2011 | 05/2017 |
| Yourefolio | Independence | OH | 06/2016 | 10/2016 |
| Northcoast Research | Cleveland | OH | 06/2017 | 03/2020 |
| Independence Capital Co. | Parma | OH | 03/2020 | Present |
| Revisor Wealth Management, Llc | Solon | OH | 11/2019 | Present |
Insurance Agent, Sale of fixed life, annuity, health, disability and long term care insurances, 34305 Solon Rd Suite 60 Solon OH 44139, 11/04/2019, 1 to 3 hrs/month, Compensation: Commission. Investment Advisor, Provide investment/financial planning services, 34305 Solon Rd Suite 60 Solon OH 44139, 07/26/2020, 20 to 25 hrs/month, Compensation: Fee based on AUM.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-31 |
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