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5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-05-10 |
| OH | RA | APPROVED | 2020-10-12 |
Branch Locations
5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Toledo | OH | 10/2010 | 01/2018 |
| Rehmann Financial Network, Llc | Toledo | OH | 01/2011 | 12/2017 |
| D.B. Root & Company, Llc | Toledo | OH | 01/2018 | 10/2020 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 01/2018 | 12/2018 |
| Venture Visionary Partners Llc | Sylvania | OH | 10/2020 | Present |
| Rehmann Financial Network, Llc | Toledo | OH | 11/2010 | 12/2017 |
1. 6/1993 INDEPENDENT INSURANCE AGEN : Ottawa Hills, OH : Accident & Health, Life, Variable 2. Venture Risk Consulting, LLC; Investment Related; 5520 Monroe Street, Suite B, Sylvania OH 43560; Insurance agency; independent agent; life, health, disability, fixed annuities, start 12/2022; 5 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-25 |
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