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9200 South Hills Blvd. Suite 310, Broadview Hts., OH 44147 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-22 |
Branch Locations
9200 South Hills Blvd. Suite 310, Broadview Hts., OH 44147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Management Strategies Dba Fms | El Segundo | CA | 04/2026 | Present |
| Dollar Bank | Pittsburgh | PA | 06/2006 | 04/2020 |
| Lifetime Financial Growth | Pittsburgh | PA | 05/2020 | 05/2025 |
| Unemployed | Pittsburgh | PA | 06/2025 | 08/2025 |
| Vision Wealth Management, Llc | Ellwood City | PA | 07/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2025 | 11/2025 |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 05/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: VISION WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 07/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL/REGISTERED ADMIN APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE; 3. NAME OF OTHER BUSINESS: FINANCIAL MANAGEMENT STRATEGIES DBA FMS - CRD# 122030; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 4/2026; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PLANNING AND ASSET MANAGEMENT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-30 |
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