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1764 Georgetown Road, Hudson, OH 44236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Westlake | OH | 05/2015 | 12/2016 |
| Bank Of America, N.A. | Westlake | OH | 09/2015 | 12/2016 |
| Lpl Financial Llc | Hudson | OH | 01/2017 | 09/2018 |
| Stratos Wealth Partners, Ltd | Hudson | OH | 01/2017 | 09/2018 |
| Ellsworth Advisors, Llc | Hudson | OH | 05/2018 | Present |
| Ellsworth Private Wealth Management | Hudson | OH | 12/2016 | 09/2018 |
INSURANCE AGENT; investment related : Yes; 1737 GEORGETOWN ROAD, SUITE H HUDSON, OH 44236; INDEPENDENT INSURANCE LICENSED AGENT; INSURANCE AGENT; FROM TIME TO TIME WILL ADVISE CLIENTS ON INSURANCE SOLUTIONS.; 2015-12-21; Hours devoted to business during trading hours : 0; Hours devoted to business outside trading hours : 1; Percentage of total yearly compensation expected to be derived from the business : 5.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-24 |
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