Joseph Ross Crea

Current Employers

Employment History

• 05/2001 → Present
  M. Holdings Securities, Inc.
  Portland, OR
• 05/2001 → 08/2017
  Benfits Resource Group
  Independence, OH
• 08/2014 → Present
  Enza Financial, Llc
  Independence, OH
• 07/2021 → Present
  Enza Financial, Llc
  Independence, OH
• 04/2002 → 11/2021
  M. Holdings Securities, Inc.
  Independence, OH
• 01/2023 → Present
  Enza Insurance, Llc
  Independence, OH
• 01/2023 → Present
  Enza Service Llc
  Independence, OH

Other Businesses

1) Ohio Boys Town; 93 East Bridge Street, Berea, OH 44107; 07/11/2013; Trustee; Vote on investment choices for the foundation as well as review/select charities for grants; Investment Related; 1 hour/month; 0 hours/month during business hours; No Compensation. 2) Unsung Brewing Company, LLC; www.unsungbrewing.com; 2015; Shareholder; Investor/Shareholder; Investment Related; 10 hours/month; 0 hours/month during business hours; Loan Repayment, Passive Income. 3) Workchat; 11/1/16; Business Owner; Communications for benefits plans; not investment related; 10 hours/month; 10 hours/month during business hours; Ownership, Profits. 4) Enza Foundation; 6450 Rockside Woods Blvd. South, Suite 150, Independence, OH 44131; 01/2018; Founder; Donations to charities of choice; Not Investment Related; 1 hour/month; 0 hours/month during business hours; No Compensation. 5) FCF LLC; 8504 Bellagio Drive, Naples, FL 34114; 01/2007; Owner; Primary real estate holding; Not Investment Related; 0 hours/month; 0 hours/month during business hours; No Compensation. 6) Enza Financial, LLC; 6450 Rockside Woods Blvd. South, Suite 150, Independence, OH 44131; 08/2014; Principal; Management, consulting, marketing and sales; Investment Related; 160 hours/month; 160 hours/month during business hours; Expense Reimbursement, Ownership, Profits, Commissions, Wages/Salary. 7) ENZA INSURANCE, LLC; POSITION: President NATURE: all insurance commissionable premiums are paid t this entity including those from our broker dealer INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 01/01/2023; ADDRESS: 6450 Rockside Woods Blve S, ste 150, Independence OH 44131, United States; DESCRIPTION: i am an owner of this business. my primary responsibility is to bring sales into this company and help manage operations. we have other shareholders as well who run the business 8) ENZA SERVICE LLC; POSITION: Manager NATURE: Service Organization INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2023; ADDRESS: 6450 Rockside woods blvd, ste 150, Independence OH 44131, United States; DESCRIPTION: Managing unit holder

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-02-04

Designations

Other Names

• Joe Crea
• Joseph R Crea