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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-07 |
| NC | RA | APPROVED | 2025-12-22 |
Branch Locations
30400 Detroit Rd., Suite 201, Westlake, OH 44145 • United States
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Charleston | SC | 03/2019 | 05/2020 |
| Mml Investors Services, Llc | Charleston | SC | 10/2019 | 05/2020 |
| College Of Charleston | Charleston | SC | 01/2016 | 12/2018 |
| Stellas | Charleston | SC | 11/2016 | 04/2019 |
| Curran Financial Partners | Charleston | SC | 05/2020 | 04/2022 |
| Cg Advisor Network | Charlotte | NC | 04/2022 | 05/2023 |
| Sovereign Financial Group, Inc. | Stamford | CT | 06/2023 | 12/2023 |
| C2P Enterprises, Llc | Westlake | OH | 01/2024 | Present |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-19 |
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