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441 Wolf Ledges Parkway Suite 103, Akron, OH 44311-1077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-12 |
Branch Locations
441 Wolf Ledges Parkway Suite 103, Akron, OH 44311-1077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Cleveland | OH | 06/2014 | 02/2021 |
| Bucci'S Brick Oven | Middeleburg Heights | OH | 10/2006 | 01/2017 |
| Securities Amercia Advisors | Cleveland | OH | 01/2015 | 02/2021 |
| Kestra Investment Services, Llc | Avon | OH | 02/2021 | 07/2021 |
| Cadaret, Grant & Co., Inc. | Cleveland | OH | 08/2021 | 06/2024 |
| Cedar Brook Group | Cleveland | OH | 08/2021 | 06/2024 |
| Ses Llc | Cleveland | OH | 06/2024 | 12/2024 |
| Seia Llc | Cleveland | OH | 06/2024 | 12/2024 |
| Presper Financial Architects | Akron | OH | 01/2025 | Present |
INSURANCE LICENSE - PRODUCER POSITION: Insurance License Holder NATURE: Insurance sales & service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/17/2024 ADDRESS: 5885 Landerbrook Dr., Suite 200, Cleveland OH 44124, United States DESCRIPTION: Insurance sales and service consistent with financial planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-10 |
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