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6100 Oak Tree Blvd South Suite 130, Independence, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-17 |
| OH | RA | APPROVED | 2020-03-23 |
Branch Locations
6100 Oak Tree Blvd South Suite 130, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independence Wealth Advisors, Llc | Independence | OH | 03/2020 | Present |
| United Brokerage Group | Chagrin Falls | OH | 08/2007 | Present |
| United Brokerage Group Mpd, Llc | Chagrin Falls | OH | 08/2007 | Present |
United Brokerage Group MPD LLC; investment related: Yes; Location of the business: 10809 Timber ln Chagrin falls OH 44023; Description of the business: Insurance Agency; Position Title: Principal ; Responsibilities Duties: Providing product knowledge and field underwriting knowledge to independent insurance agents and agencies ; Start date with business: 2007-08-05; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 25.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-05 |
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