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432 N Superior St., Toledo, OH 43604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-10-29 |
| MI | RA | APPROVED | 2019-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Tiffin | OH | 08/2007 | 08/2020 |
| Croak Asset Management, Llc | Toledo | OH | 11/2019 | Present |
| Cam Insurance, Llc | Toledo | OH | 11/2019 | Present |
| Cam Tax, Llc | Toledo | OH | 01/2021 | 10/2022 |
| Bridgeway Financial Consulting & Tax Services, Llc | Lambertville | MI | 08/2022 | Present |
1.) CAM Insurance, LLC - Investment related, 432 N. Superior Street, Toledo, Ohio 43604, Insurance Sales, Insurance Sales, 11/2019, 1/hr per week varying according to season, varying, insurance product sales. 2.)The Accounting Center - Tax Preparer 5 hr/per week - I'll be 1099'd from there at the end of 2022. I started 2/01/2022. 3.) Bridgeway Financial Consulting & Tax Services, LLC; Investment Related; 6588 Secor Road, Lambertville Michigan 48144; Tax Preparation Services, Owner/CEO of Operations; Start Date 08/2022; 100 hours/month; 16 hours/month during securities trading hours; Tax prep, day-to-day operations, management and consulting business situations/retirement planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-28 |
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