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Bruce Donovan Cartwright

Tfo Wealth Partners

Maumee, OH

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Current Employers
Tfo Wealth Partners

1440 Arrowhead Drive, Maumee, OH 43537 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-08-15
OH RA APPROVED 2018-05-28
  • TX RA
    APPROVED
    Since 2019-08-15
  • OH RA
    APPROVED
    Since 2018-05-28

Branch Locations

1440 Arrowhead Drive, Maumee, OH 43537 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hillsdale College Hillsdale MI 10/2013 05/2017
Hillsdale College Hillsdale MI 04/2014 05/2017
Senate Budget Committee Washington DC 09/2016 12/2016
One To One, Llc Maumee OH 06/2017 03/2019
Tfo Wealth Partners Maumee OH 06/2017 Present
  • 10/2013 → 05/2017
    Hillsdale College
    Hillsdale, MI
  • 04/2014 → 05/2017
    Hillsdale College
    Hillsdale, MI
  • 09/2016 → 12/2016
    Senate Budget Committee
    Washington, DC
  • 06/2017 → 03/2019
    One To One, Llc
    Maumee, OH
  • 06/2017 → Present
    Tfo Wealth Partners
    Maumee, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-26
  • S65 Uniform Investment Adviser Law Examination
    2018-05-26
Designations

View on SEC IAPD

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Other Offices

CAMELOT EVENT-DRIVEN ADVISORS, LLC · MAUMEE, OH
THE RETIREMENT GUYS FORMULA · MAUMEE, OH
CAMELOT PORTFOLIOS, LLC · MAUMEE, OH
ATLANTIS WEALTH ADVISORS LLC · MAUMEE, OH
MUNN WEALTH MANAGEMENT, LLC · MAUMEE, OH
PATRIOT WEALTH PLANNERS LLC · MAUMEE, OH
BLACKRIDGE ASSET MANAGEMENT, LLC · Maumee, OH
OSAIC WEALTH, INC. · MAUMEE, OH

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