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4100 Embassy Parkway Suite 100, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2009-02-19 |
Branch Locations
529 N Cleveland Massillon Rd. Suite 200, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Medina | OH | 11/2007 | Present |
| Symphony Financial Services, Inc. | Akron | OH | 06/2009 | Present |
1. 11/05/07 - INDEPENDENT INSURANCE AGENT SELLING GROUP AND INDIVIDUAL MEDICAL INSURANCE / AKRON, OH / 2% TIME SPENT / ACTIVITY BEGAN 1/1990 2. 11/05/07 - DBA - SYMPHONY FINANCIAL. 3. 03/06/09 - REGISTERED INVESTMENT ADVISOR, SYMPHONY FINANCIAL ADVISOR. 4. 07/09/2019 - ASH Brokerage - Investment related - At reported business location(s) - Non-Variable Insurance - start date:07/01/2019 - 5 hrs/mo - 2 hrs during trading.
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