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920 Walnut Ave. Ne, Canton, OH 44704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-08-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spc | Ann Arbor | MI | 01/2014 | 08/2022 |
| Parkland Securities | Ann Arbor | MI | 08/2014 | 08/2022 |
| George Financial Services Llc | Canton | OH | 08/2022 | Present |
| Ohio Cu Financial Services, Llc | Cleveland | OH | 01/2025 | Present |
| Access Financial Group | Canton | OH | 05/1997 | Present |
1. Access Financial Group, Canton, OH. Insurance agency owner / Sale of financial services and insurance products (including life, health, LTC, DI, and hospital-only insurance products). Start date: 5/97, approx. 20 hrs/mo. 2. FIXED INSURANCE SALES - 10 HOURS PER WEEK (10 DURING TRADING). LIFE, HEALTH, AND FIXED ANNUITIES SALES 3. Ohio CU Financial Services, LLC. Cleveland, Akron, and Canton locations. Start Date 01/25. 80 Hours per month. (60 During Trading) Sales manager, responsible for insurance sales and training agents.
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