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5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-05-19 |
| FL | RA | APPROVED | 2022-01-26 |
| OH | RA | APPROVED | 2019-06-25 |
| TX | RA | APPROVED_RES | 2019-06-24 |
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Sylvania | OH | 12/2011 | 04/2019 |
| Pks Advisory Services, Llc Dba Findley Advisors | Albany | NY | 05/2019 | 06/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2019 | 06/2021 |
| Venture Visionary Partners Llc | Sylvania | OH | 06/2019 | Present |
| Venture Risk Consulting, Llc | Sylvania | OH | 12/2020 | Present |
1. Venture Risk Consulting, LLC. Investment Related. 5520 Monroe Street, Suite B, Sylvania OH 43560. Insurance. Member. Start 12/2020. 2 hours per month, 1 during trading. Entity used to partner with other firms to refer employee benefit plans, P&C Insurance, and business consulting._ 2. 6/2019 Independent Licensed Insurance Agent; Investment Related; Sylvani, OH; Life and Health Insurance_ 3. Venture Leasing, LLC. Non Investment Related. 5520 Monroe St. Suite B Sylvania, OH 43560. Personal Property/Real Estate. Managing Member. Start 8/2026.. 0-1 hours per month, non during trading. Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-09 |
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