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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-08 |
Branch Locations
5900 Landerbrook Drive Suite 205, Mayfield Heights, OH 44124 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-14 |
Branch Locations
5900 Landerbrook Drive Suite 205, Mayfield Hts, OH 44124 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Mayfield Heights | OH | 08/2005 | 06/2024 |
| Securities America Advisor Inc. | Mayfield Heights | OH | 08/2005 | 06/2024 |
| Cedar Brook Financial Partners, Llc | Cleveland | OH | 02/2018 | 03/2021 |
| Arbor Point Advisors | Mayfield Heights | OH | 04/2021 | 11/2024 |
| Osaic Wealth, Inc. | Mayfield Hts | OH | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
***SECURITIES AMERICA, INC. INVESTMENT-RELATED - MAYFIELD HTS, OH - BROKER-DEALER - REGISTERED REPRESENTATIVE - 08/2005 - APPROX 40 HRS/MONTH (APPROX 40 HRS/MONTH DURING TRADING HRS) - GENERAL SECURITIES REPRESENTATIVE. ***CEDAR BROOK FINANCIAL PARNTERS INSURANCE SALES ADVISOR TIME SPENT 10% ***ARBOR POINT ADVISORS POSITION: Advisor NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2021 ADDRESS: 5900 LANDERBROOK DRIVE SUITE 205, MAYFIELD HTS, OH 44124 DESCRIPTION: RIA ***DBA - Arbor Group Advisors ***ARBOR GROUP ADVISORS, LLC POSITION: Investment Advisor representative NATURE: SECURITIES AMERICA ADVISORS, INC. - INVESTMENT ADVISORY - INVESTMENT ADVISOR REPRESENTATIVE - INVESTMENT RELATED - START DATE: 8/2005 - LOCATED AT 5900 LANDERBROOK DR STE 205, MAYFIELD HEIGHTS OH 44124-4031 INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 04/01/2021 ADDRESS: 5900 Landerbrook Drive, Suite 205, Cleveland OH 44124 DESCRIPTION: Fee based investment advisory business ***INSURANCE SALES POSITION: insurance sales NATURE: INSURANCE SALES - AGENT -- LOCATED AT 5900 LANDERBROOK DR STE 205 MAYFIELD HEIGHTS OH 44124-4031 INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2009 ADDRESS: 5900 Landerbrook drive, Suite 205, Moreland Hills OH 44022 DESCRIPTION: insurance sales to clients who have a need. ***ARBOR POINT ADVISORS POSITION: Advisor NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2021 ADDRESS: 5900 Landerbrook Drive, Suite 205, Cleveland OH 44124 DESCRIPTION: RIA ***INSURANCE SALES POSITION: agent NATURE: Shop Term Life, Fixed annuities and LTC for clients thru Ash Brokerage INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 07/15/2005 ADDRESS: 5900 Landerbrook drive, Suite 205, Cleveland OH 44124 DESCRIPTION: shopping, underwriting and placing term or u/l life insurance or LTC according to each clients needs. ***OHIO EDUCATORS PLANNING GROUP (OEDPG) POSITION: Partner NATURE: Insurance sales/ Disability INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2014 ADDRESS: 5900 Landerbrook Drive, Suite 205, Mayfield Hts. OH 44124 DESCRIPTION: Sale of DI insurance to Ohio Educators
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-09-28 |
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