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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-07-24 |
Branch Locations
6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services | New Castle | PA | 12/2015 | 12/2016 |
| Massachusetts Mutual Life Insurance Co. | New Castle | PA | 08/2014 | Present |
| Treloar & Heisel, Inc. | New Castle | PA | 04/2014 | Present |
| Wcg Wealth Advisors, Llc | New Castle | PA | 04/2022 | 06/2024 |
| Mai Capital Management, Llc | Cleveland | OH | 06/2024 | Present |
1) Trelor & Heisel, Inc: Fixed insurance sales/sale of non-variable insurance; Accident and Health Insurance Products and Property & Casualty for various carriers. 2) KS Fine Food & Drink - Investment Related: No - Silent Partner - Started 10/2016
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-13 |
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