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1764 Georgetown Road, Hudson, OH 44236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-12-10 |
| OH | RA | APPROVED | 2018-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Hudson | OH | 01/2015 | 09/2018 |
| Stratos Wealth Partners | Hudson | OH | 01/2015 | 09/2018 |
| Ellsworth Advisors, Llc | Hudson | OH | 05/2018 | Present |
Insurance Agent;investment related : Yes; 1737 Georgetown Road, Suite H Hudson, Ohio 44236; An independent licensed insurance agent. ; Insurance Agent; From time to time may offer clients advice from those activities.; 1993-05-20; Hours devoted to business during trading hours : 0; Hours devoted to business outside trading hours : 1; Percentage of total yearly compensation expected to be derived from the business : 5.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-21 |
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