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Mitchell X Knotek

Journey Wealth Management

Cleveland, OH

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Current Employers
Journey Wealth Management

22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-10-28
  • OH RA
    APPROVED
    Since 2025-10-28

Branch Locations

22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fsm Wealth Advisors / Journey Wealth Management Beachwood OH 08/2024 Present
Valparaiso University Valparaiso IN 08/2020 05/2023
John Carroll University University Heights OH 06/2023 07/2024
Trinity High School Garfield Hts OH 08/2017 08/2020
Assumption Academy Broadview Hts OH 01/2015 08/2017
  • 08/2024 → Present
    Fsm Wealth Advisors / Journey Wealth Management
    Beachwood, OH
  • 08/2020 → 05/2023
    Valparaiso University
    Valparaiso, IN
  • 06/2023 → 07/2024
    John Carroll University
    University Heights, OH
  • 08/2017 → 08/2020
    Trinity High School
    Garfield Hts, OH
  • 01/2015 → 08/2017
    Assumption Academy
    Broadview Hts, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-24
S66 Uniform Combined State Law Examination 2025-09-19
  • S65 Uniform Investment Adviser Law Examination
    2025-10-24
  • S66 Uniform Combined State Law Examination
    2025-09-19
Other Names
  • Mitchell Knotek

View on SEC IAPD

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Other Investors

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WILLIAM STONE HENRY
JOSEPH QUERY
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William Eugene Tomlinson
Ashley Celeste Kabalan
MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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