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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-09-01 |
Branch Locations
23844 Lorain Road Suite 2, North Olmsted, OH 44011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Insurance | Cleveland | OH | 01/2007 | 12/2020 |
| Mml Investors Services | Cleveland | OH | 01/2007 | 12/2020 |
| Sagepoint Financial, Inc. | Westlake | OH | 12/2020 | Present |
| Osaic Wealth, Inc. | North Olmsted | OH | 09/2023 | Present |
1. NAME:CFS INTEGRATED FINANCIAL SERVICES, INV REL:Y ADDR:23844 LORAIN RD, NORTH OLMSTED OH 44070, NATURE:LIFE, DISABILITY INCOME, LONG TERM CARE AND FIXED ANNUITIES, POSITION:SALES/AGENT, START:12/10/2013, NO HR/MO:0 NO HR/MO DUR TRADING:0. 2. CFCFS INTEGRATED FINANCIAL SERVICES POSITION: OWNER NATURE: Sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/20/2020 ADDRESS: 23844 Lorain road # 2, North Olmsted OH 44070, United States DESCRIPTION: INSURANCE 3. CFS INTEGRATED FINANCIAL SERVICES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/24/2023 ADDRESS: 23844 Lorain Road # 2, North Olmsted OH 44070, United States DESCRIPTION: Entity for tax and payroll 4. CLEVELAND DYSLEXIA CENTER POSITION: Board Member NATURE: The center provides one on one tutoring for children suffering from Dyslexia. There is no cost to the parents. All costs are covered from fundraising and donations . The center is a 501C-3 INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 1150 Linda Street, Rocky River OH 44116, United States DESCRIPTION: Meet monthly, work fundraising events, look at way to improve the center and it's functions.
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