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Current Employers
The Bottom Line Wealth Management Ltd.

2600 N. Reynolds Road Suite 103B, Toledo, OH 43615 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
IN RA APPROVED 2021-03-29
OH RA APPROVED 2021-03-19
  • MI RA
    APPROVED
    Since 2025-01-01
  • IN RA
    APPROVED
    Since 2021-03-29
  • OH RA
    APPROVED
    Since 2021-03-19

Branch Locations

2600 N. Reynolds Road Suite 103B, Toledo, OH 43615 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sunrift Capital Partners Llc Plainfield IN 03/2019 Present
Capeveril Ii & Associates Toledo OH 03/2012 Present
The Bottom Line Wealth Management Ltd. Toledo OH 02/2021 Present
Retirement Income Consultants Toledo OH 08/2019 Present
Previous Registrations
Other Businesses

CAPAVERIL II & ASSOCIATES; INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES AND SERVICES; TOLEDO, OH; START 03/2012; APPROXIMATELY 160 HOURS SPENT PER MONTH; 130 HOURS DURING TRADING. Retirement Income Consultants; Toledo, OH; Investment Related; Insurance Agent; Fixed Insurance Sales; Approximately 40 hours per month spent; Approximately 30 hours spent during security trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-29
  • S65 Uniform Investment Adviser Law Examination
    2017-03-29

View on SEC IAPD

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