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700 Ghent Road Suite 100, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-13 |
| PA | RA | APPROVED | 2023-02-24 |
Branch Locations
2591 Wexford Bayne Rd. Suite 204, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plans To Prosper, Llc | Wexford | PA | 01/2014 | 02/2023 |
| Mops And Muscles | Cranberry | PA | 03/2015 | 04/2018 |
| True Wealth Design, Llc | Akron | OH | 01/2023 | Present |
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