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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-02-10 |
| TX | RA | APPROVED | 2023-02-10 |
Branch Locations
750 Graham Road, Cuyahoga Falls, OH 44221 • United States
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2016 | 02/2023 |
| Private Client Services | Cuyahoga Falls | OH | 02/2023 | 05/2024 |
| Rfg Advisory, Llc Dba Paramount Financial Planning | Cuyahoga Falls | OH | 02/2023 | Present |
1) Fishel Enterprises LLC. 326 Goodhue Drive, Akron, OH 44313. Real estate, investment properties, rentals and flips. Owner/operator. 0 hrs/mo; 2) Paramount Financial Planning, LLC. 750 Graham Road, Cuyahoga Falls, OH 44221. Financial planning/investment firm. Partner. 160 hrs/mo; 160 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-27 |
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