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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-07 |
| TX | RA | APPROVED | 2025-07-02 |
Branch Locations
3680 Embassy Pkwy Ste A, Akron, OH 44333 • United States
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jobs For Ohio Graduates | Akron | OH | 06/2014 | 08/2017 |
| Raymond James Financial Services Inc. | Akron | OH | 05/2018 | 04/2020 |
| Raymond James Financial Services Inc. | Akron | OH | 05/2020 | 07/2025 |
| Student | Akron | OH | 09/2017 | 04/2018 |
| The Wealth Advisory Group Of Dilauro Wracher & Thomas | Akron | OH | 03/2021 | 02/2025 |
| One Seven Llc D/B/A Dwt Wealth | Beachwood | OH | 07/2025 | Present |
| Dwt Wealth Partners, Llc | Akron | OH | 07/2025 | Present |
| Purshe Kaplan Sterling | Akron | OH | 08/2025 | Present |
| Simplicity Group | Akron | OH | 07/2025 | Present |
| Dwt Wealth Llc | Akron | OH | 02/2025 | 07/2025 |
1) DWT Wealth Partners LLC/Address: 3680 Embassy Pkwy Ste A, Akron, OH, 44333, United States Activity Type: Support Company - Non Owner Position/Title: Financial Advisor/Employee Investment Related: No Start Date: 07/2025/ Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-08 |
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