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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-07 |
| TX | RA | APPROVED | 2025-07-04 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
3680 Embassy Pkwy Ste A, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Akron | OH | 01/2015 | 07/2025 |
| Raymond James Financial Services Advisors Inc., | Akron | OH | 01/2015 | 07/2025 |
| Wt Investment Group Llc | Akron | OH | 06/2013 | 12/2021 |
| The Wealth Advisory Group Of Dilauro, Wracher & Thomas Llc | Akron | OH | 01/2024 | 02/2025 |
| William D Thomas Llc | Akron | OH | 01/2015 | Present |
| One Seven Dba Dwt Wealth | Beachwood | OH | 07/2025 | Present |
| Dwt Wealth Partners Llc | Akron | OH | 07/2025 | Present |
| Purshe Kaplan Sterling | Akron | OH | 07/2025 | Present |
| Simplicity Group | Akron | OH | 07/2025 | Present |
| Dwt Wealth Llc | Akron | OH | 02/2025 | 07/2025 |
| The Wealth Advisory Group Of Dilauro, Wracher & Thomas Llc | Akron | OH | 01/2015 | 12/2023 |
(1) Name of Business: DWT Wealth Partners LLC Address: 3680 Embassy Pkwy Ste A, Akron, OH, 44333, United States Activity Type: Support Company - Owner Position/Title: Financial Advisor/ Other Investment Related: Yes Start Date: 07/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: support company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-16 |
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