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432 N Superior St., Toledo, OH 43604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-06-01 |
| TX | RA | APPROVED | 2019-08-15 |
| OH | RA | APPROVED | 2018-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Croak Asset Management | Perrysburg | OH | 05/2017 | 07/2018 |
| Ameritas Investment Corp | Lincoln | NE | 08/2015 | 12/2018 |
| Great Lakes Credit Union | Perrysburg | OH | 05/2016 | 01/2020 |
| Creative Financial Partners | Perrysburg | OH | 08/2015 | Present |
| Croak Asset Management, Llc | Perrysburg | OH | 07/2018 | Present |
| Ameritas Investment Corp | Lincoln | NE | 08/2015 | 09/2018 |
| Cam Insurance, Llc | Toledo | OH | 11/2019 | Present |
| Cam Tax, Llc | Toledo | OH | 01/2021 | Present |
CREATIVE FINANCIAL PARTNERS; SAME AS BRANCH; INV REL; FIXED INSURANCE AND FIXED ANNUITIES; AGENT; START DATE=08/2015; HRS/MO=20; TRADING HRS/MO=10; PROSPECTING/FACT FINDING FOR FIXED INSURANCE SALES * CAM Tax, LLC - Investment related, 432 N. Superior Street, Toledo, Ohio 43604, Owner, Tax Preparer, 01/2021, 5/hr per week varying according to season, varying, tax preparation and analysis. CAM Insurance, LLC - Investment related, 432 N. Superior Street, Toledo, Ohio 43604, Insurance Sales, Insurance Sales, 11/2019, 1/hr per week varying according to season, varying, insurance product sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-06 |
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