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700 Ghent Road Suite 100, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities, Inc. | Greenwood Village | CO | 09/2015 | 05/2017 |
| Aml Rightsource | Cleveland | OH | 05/2017 | 08/2018 |
| Unemployed | Medina | OH | 08/2018 | 04/2019 |
| Axa Advisors, Llc | New York | NY | 04/2019 | 11/2019 |
| Edward Jones | St. Louis | MO | 12/2019 | 02/2025 |
| True Wealth Design, Llc | Akron | OH | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-24 |
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