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5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-13 |
Branch Locations
5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
27400 Riverview Center Blvd Suite 3, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Bonita Springs | FL | 11/2019 | 05/2026 |
| Suntrust Bank | Fort Lauderdale | FL | 07/2018 | 08/2019 |
| Renasant Bank | Cumming | GA | 12/2005 | 05/2018 |
| Venture Visionary Partners Llc | Sylvania | OH | 05/2026 | Present |
1) 9/2024 Good Ole Boys LLC / Owner / Property Rental / 357 Steele Rd SE Meadville, MS 39653 / Non- Investment Related / Approximately 0- 1 hour/month, 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-09 |
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