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700 Ghent Road Suite 100, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-30 |
| PA | RA | APPROVED | 2024-04-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 08/2015 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2015 | 09/2020 |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 03/2021 | 09/2021 |
| Connolly Financial Services | Wexford | PA | 09/2020 | 01/2024 |
| Scentsy | Meridian | ID | 05/2021 | 06/2025 |
| Brookstone Wealth Advisors | Grand Rapids | MI | 10/2021 | 01/2024 |
| True Wealth Design, Llc | Canfield | OH | 01/2024 | Present |
Tiffany M. Broomfield; Not investment-related; Private residence in Youngstown, OH; Notary services; Licensed Notary; Start date: 09/2020; 1 hours per month; 0 hours during trading; Provides notary services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-29 |
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