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Avon, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2019-03-29 |
| OH | RA | APPROVED | 2018-01-29 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| T.I.P.S. 4 Reps | Avon | OH | 05/2007 | Present |
| Integrated Retirement Investment Solutions, Llc | Avon | OH | 01/2018 | Present |
| Newedge Advisors | Avon | OH | 01/2023 | 11/2024 |
| Donum, Llc | Avon | OH | 10/2024 | Present |
1.LIFE, DISABILITY INSURANCE SALES; INVESTMENT RELATED; START: JULY 2004 7+ HRS 8+ HRS DURING TRADING 2. Integrated Retirement Plan Solutions; 03/2014; Part Owner; Pension Admin Co. 3. T.I.P.S 4 Reps Inc. / Not Investment-Related / 4618 Bellerive Way, Avon, Ohio 44011 / President / 05/2007 - Present / Non-advisory professional referral services; managing the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-10 |
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