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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-05 |
| OH | RA | APPROVED | 2026-02-03 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
173 South Chillicothe Road, Aurora, OH 44202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Cleveland | OH | 12/2007 | 02/2022 |
| Beacon Financial Group, Inc. | Aurora | OH | 11/2021 | Present |
| Private Client Services | Aurora | OH | 02/2022 | 02/2026 |
| Osaic Wealth | Aurora | OH | 02/2026 | Present |
1. NOTARY POSITION: Notary NATURE: none INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/02/2026 ADDRESS: 173 South Chillicothe Road, Aurora OH 44202, United States DESCRIPTION: Notary services to clients if needed. No fees are charged. 2. BEACON FINANCIAL GROUP INC POSITION: Beacon EE - VP, CCO NATURE: S-Corp Beacon Financial Group Inc was purchased by Osaic. I will be receiving compensation from Beacon as we transition under Osaic. Our 2025 year-end bonus will be paid in February and a payment in March as well. This will all be through W2 income from Beacon. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/22/2022 ADDRESS: 173 South Chillicothe Road, Aurora OH 44202, United States DESCRIPTION: This is final compensation paid through W2 income as we transition from Beacon to Osaic. There will no longer be hours under this OBA for Beacon. It's for past compensation that will be paid after the closing date of 2/2/2026.
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