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36901 American Way Suite 7, Avon, OH 44011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Avon | OH | 09/2015 | 12/2019 |
| Stratos Wealth Partners, Ltd | Avon | OH | 09/2015 | 12/2019 |
| Purshe, Kaplan, Sterling Investments, Inc. | Albany | NY | 01/2020 | 03/2023 |
| Strategic Investment Solutions | Orland Park | IL | 01/2020 | 04/2023 |
| True Wealth Design, Llc | Akron | OH | 04/2023 | 12/2024 |
| Landing Point Financial Group | Avon | OH | 12/2024 | Present |
1) Insurance. Not Investment Related. 616 Dover Center Road, Suite 101, Bay Village OH 44140. Insurance. Agent. Start 1/2020. 70 hours per month. Implementing insurance into practice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-30 |
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