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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-09-27 |
| ME | RA | APPROVED | 2024-09-27 |
| PA | RA | APPROVED | 2024-09-27 |
Branch Locations
Seven Fields, PA • United States
6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wcg Wealth Advisors, Llc | New Castle | PA | 07/2018 | 08/2024 |
| Treloar & Heisel, Inc | New Castle | PA | 04/2016 | Present |
| Mai Capital Management Llc | Cleveland | OH | 09/2024 | Present |
1) Treloar & Heisel, Inc.: Fixed insurance sales/sale of non-variable insurance; Accident and Health Insurance Products and Property & Casualty for various carriers.
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