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432 N Superior St., Toledo, OH 43604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Maumee | OH | 07/2016 | 12/2021 |
| World Financial Group, Inc. | Maumee | OH | 03/2013 | 12/2021 |
| Parkinsons Foundation Of Northwest Ohio | Perrysburg | OH | 07/2016 | Present |
| Jeds Downtown | Toledo | OH | 04/2018 | 03/2020 |
| Croak Capital | Toledo | OH | 12/2021 | Present |
1) Parkinsons Foundation of Northwest Ohio/ 7.6.2016/ Board member/ Non Investment Related/ 150 WS Boundary PMB 202 Perrysburg OH 43551/ Meet up for Fundraising and to dole out proceeds from Fundraising/ 10/ Approved with Restrictions 2) Jed's Bancroft, Non Investment Related; 2007 N Holland Sylvania Rd. Suite 106-107, Toledo OH 43615: Manager/Operator; paid $1,600 bi weekly, duties include, scheduling, ordering, managing of staff and customers.
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