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5022 Canaan Center Rd, Wooster, OH 44691 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-20 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Star Strategies, Llc | Wooster | OH | 04/2009 | 05/2017 |
| Global Financial Private Capital, Llc | Sarasota | FL | 09/2015 | 05/2019 |
| Kosmin Wealth Management | Beachwood | OH | 03/2020 | 03/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 03/2023 | 02/2025 |
| Apollo Wealth Management, Llc | Wooster | OH | 03/2023 | Present |
| Star Strategies, Llc | Wooster | OH | 02/2019 | Present |
| Wooster Financial Group, Llc | Wooster | OH | 05/2017 | Present |
| Apollo Wealth Management, Llc | Wooster | OH | 02/2025 | Present |
1) WOOSTER FINANCIAL GROUP, LLC; YES INVESTMENT REALTED; 3322 COLTON CT, WOOSTER, OH 44691; INSURANCE SALES; POSITION: MANAGING MEMBER; START DATE: 06/2017; APPROX 120 HOURS A MONTH; APPROX 100 HOURS DURING TRADING; INSURANCE SALES AND SERVICES. 2) STAR STRATEGIES, LLC; NOT INVESTMENT RELATED; 5022 CANAAN CENTER RD, WOOSTER, OH 44691; FIXED INDEXED ANNUITIES, FIXED ANNUITIES, AND LIFE INSURANCE; ADVISOR; 2/1/2019; 80HRS/MO; 60HRS/MO DURING SECURITIES TRADING HOURS; MEET WITH CLIENTS TO DISCUSS INSURANCE NEEDS. MEET WITH CLIENTS TO SUBMIT APPLICATIONS, DELIVERY AND REVIEW POLICIES, REVIEW ALLOCATION OPTIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-23 |
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