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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-10 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
17415 Northwood Ave Suite 201, Lakewood, OH 44107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2019 | 10/2025 |
| Huntington National Bank | Avon | OH | 09/2017 | 02/2019 |
| Kingswood Oxford School | West Hartford | CT | 09/2016 | 08/2017 |
| The Dawson Llc | Cleveland | OH | 10/2014 | Present |
| Simplicity Wealth | Summit | NJ | 11/2025 | Present |
| M.A.P Advisory | Lakewood | OH | 07/2021 | Present |
Arcie Petty; not investment related; 17415 Northwood Ave. Suite 201 Lakewood, OH 44107; Registered Insurance Agent; 07/2021; Hours per month during before and after trading hours 250; Provide clients with suitable insurance solutions to their goals. Solutions include term life, whole life, universal life, variable life, fixed annuities, fixed index annuities, and variable annuities. M.A.P Advisory; investment related; 17415 Northwood Ave. Suite 201 Lakewood, OH 44107; Insurance Sales; 07/2021; Hours per month during before and after trading hours 250; Provide clients with suitable insurance solutions to their goals. Solutions include term life, whole life, universal life, variable life, fixed annuities, fixed index annuities, and variable annuities. The Dawson LLC; not investment related; P.O. Box 608540 Cleveland, OH 44108; Member; 01/2015; Hours before and after trading hours 60; Business owner coaching Real estate: landlord, buying and holding real estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-02 |
| S66 | Uniform Combined State Law Examination | 2019-06-03 |
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