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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-02-18 |
| TX | RA | APPROVED | 2022-02-18 |
Branch Locations
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
24500 Center Ridge Rd. Suite 115, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Berea | OH | 09/2018 | 02/2022 |
| Jim Cahlik State Farm | Westlake | OH | 05/2017 | 08/2018 |
| Staffinders Inc | Independence | OH | 11/2015 | 04/2017 |
| Rfg Advisory, Llc | Westlake | OH | 02/2022 | Present |
(1) CLEVELAND PROPERTIES GROUP LLC Investment-Related: No. Type of business: WHOLESALE REAL ESTATE 475 N ROCKY RIVER DR., BEREA, OH 44017 Start date: 2/1/2018 POSITION: CO-OWNER Hours per month: 30 Hours during trading: 0 Duties: REVIEW REAL ESTATE OFFERINGS. (2) A&J PROPERTY GROUP LLC Investment-related: No Nature of business: Rental Properties Address: 475 N ROCKY RIVER DR., BEREA, OH 44017 Start date: 04/01/2021 Position: CO-OWNER Hours per month: 5 Hours during trading: 0 Duties: BUY & HOLD RENTAL PROPERTIES. (3) BOB'S HOME GOODS LLC Investment-related: No Nature of business: E-COMMERCE Address: 475 N ROCKY RIVER DR., BEREA, OH 44017 Start date: 08/2021 Position: OWNER Hours per month: 5 Hours during trading: 0 Duties: REVIEW SALES (4) Afia Wealth Management Investment-related: Yes Nature of business: RIA DBA Address: 24600 Center Ridge Rd., Suite 107, Westlake, OH 44145 Start date: 2/18/2022 Position: Co-Founder/Investment Adviser Representative Hours per month: 160 Hours during trading: 160 Duties: Owner/Investment Adviser Representative (5) Crump Life Insurance Services Investment-related: Yes Nature of business: Insurance Address: 4135 North Front Street, Harrisburg, PA 17110 Start date: 10/2018 Position: Insurance Agent Hours per month: 30 Hours during trading: 30 Duties: Insurance product offerings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-01 |
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