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Avon Lake, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-27 |
| OH | RA | APPROVED | 2025-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ville Wealth Management Llc | Avon Lake | OH | 01/2025 | Present |
| Huntington Private Bank | Columbus | OH | 09/2022 | 10/2024 |
| Key Private Bank | Cleveland | OH | 05/2019 | 06/2022 |
| Key Private Bank | Cleveland | OH | 09/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 2004-02-27 |
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