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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
843 N Cleveland-Massillon Rd, Suite U12, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc | Akron | OH | 07/2014 | 09/2020 |
| Securities America, Inc. | Akron | OH | 09/2020 | 06/2024 |
| Securities America Advisors, Inc. | Akron | OH | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Akron | OH | 06/2024 | Present |
1. DBA - Dunk Group Financial Advisors LTD 2. CHARLES F RUBENSTEIN REVOCABLE LIVING TRUST POSITION: Trustee NATURE: Trustee of family trust. No non-immediate family members are involved. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/21/2004 ADDRESS: 634 Ecton Rd, Akron OH 44303, United States DESCRIPTION: I am the trustee of my deceased father's revocable trust. In that role I talk with any family members that may inquire about the trust. Additionally, I periodically review the investments and make changes if appropriate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-05 |
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