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1440 Arrowhead Drive, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-15 |
| OH | RA | APPROVED | 2011-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tfo Wealth Partners | Maumee | OH | 09/2011 | Present |
| One To One, Llc | Maumee | OH | 10/2016 | 03/2019 |
(1) TFO INSURANCE PARTNERS / INVESTMENT RELATED / 1440 ARROWHEAD DRIVE, MAUMEE, OH 43537 / INDEPENDENT LIFE,HEALTH INSURANCE AGENT SELLING LIFE, DISABILITY, FIXED ANNUITIES, ACCIDENT, HEALTH AND LONG-TERM CARE INSURANCE / START DATE 07/2012 / 10 HOURS WEEKLY DURING SECURITIES TRADING HOURS / (2) ALLIANT INSURANCE SERVICES / 5 GREENWICH OFFICE PARK GREENWICH, CT 06831 / INVESTMENT RELATED PROPERTY & CASUALTY INSURANCE / INDEPENDENT PROPERTY AND CASUALTY INSURANCE AGENT SINCE 08/2017 / 10 HOURS PER MONTH ALL OF WHICH ARE DURING SECURITIES TRADING HOURS /
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-02-26 |
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