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5187 Utica Ridge Rd, Davenport, IA 52807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-22 |
Branch Locations
3250 Lacey Road Suite 130, Downers Grove, IL 60515 • United States
South Amherst, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Farmington Hills | MI | 08/2021 | 06/2023 |
| Primerica Financial Services | Farmington Hills | MI | 05/2020 | 06/2023 |
| Millercoors | Chicago | IL | 10/2010 | 10/2020 |
| Krazy Fit | Cleveland | OH | 01/2019 | 04/2023 |
| Sa Stone Wealth Management Inc | Lorain | OH | 06/2023 | 01/2024 |
| Sa Stone Investment Advisors Inc | Lorain | OH | 06/2023 | 01/2024 |
| Ausdal Financial Partners, Inc | Davenport | IA | 02/2024 | Present |
| Village Of South Amherst | South Amherst | OH | 10/2016 | 02/2024 |
1.) INDEPENDENT FITNESS INSTRUCTOR; NOT INVESTMENT RELATED; AMHERST, OH; FITNESS INSTRUCTOR; INDEPENDENT FITNESS INSTRUCTOR; ACTIVITY BEGAN 06/2023; I DEVOTE APPX 4-6 HOURS PER MONTH TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS; FITNESS INSTRUCTOR. 2.) OUTSIDE INSURANCE SALES; INVESTMENT RELATED; SOUTH AMHERST, OH; INSURANCE SALES; AGENT; ACTIVITY BEGAN 01/2024; I DEVOTE APPX 10 HOURS ALL DURING TRADING HOURS TO THIS ACTIVITY; SALE OF VARIOUS INSURANCE PRODUCTS. 3.) 5DASCN; NOT INVESTMENT RELATED; AMHERST, OH; INDEPENDENT LIFE COACHING; OWNER/COACH; ACTIVITY BEGAN 04/2023; I DEVOTE APPX 40 HOURS PER MONTH TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS; CONSULTING FOR PERSONAL AND PROFESSIONAL LIFE COACHING, BUSINESS CONSULTING AND SPEAKING ENGAGEMENTS. 4) SHINE; NOT INVESTMENT RELATED; AMHERST, OH; MOTIVATIONAL LEADERSHIP; CORPORATE TRAINER, SPEAKER; ACTIVITY BEGAN 06/2025; I DEVOTE APPX 10 HOURS PER MONTH WITH 5 OF THOSE HOURS DURING TRADING HOURS; I WILL BE A CORPORATE TRAINER, SPEAKER, COACH AS NEEDED. 5) AMHERST HISTORICAL SOCIETY; NOT INVESTMENT RELATED; AMHERST, OH; EDUCATES THOSE INTERESTED IN AMHERST HISTORY; BOARD MEMBER; ACTIVITY BEGAN NOV 2025; I DEVOTE APPX 10 HOURS TO THIS ACTIVITY WITH 2 OF THOSE HOURS DURING TRADING HOURS; ATTEND BOARD MEETINGS AND COMMITTEE RESPONSIBILITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-01 |
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