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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-22 |
Branch Locations
36610 Detroit Road, Avon, OH 44011 • United States
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
1535 N. River Road, Fremont, OH 43420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 07/2025 | Present |
| Jl Smith Holistic Wealth Management (Dba For Advisory Business) | Avon | OH | 07/2025 | Present |
| Jl Smith Holistic Wealth Management | Avon | OH | 02/2023 | 07/2025 |
| Youngstown State | Youngstown | OH | 05/2022 | 04/2024 |
| Lafayette College | Easton | PA | 08/2018 | 05/2022 |
| Avon Lake High School | Avon | OH | 08/2014 | 06/2018 |
1) Mr. Burr is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Burr spends approx. 10 hrs/week during trading hours on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-06 |
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