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7261 Engle Rd Suite 202, Middleburg Heights, OH 44130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-25 |
| OH | RA | APPROVED | 2017-03-21 |
Branch Locations
Strongsville, OH • United States
7261 Engle Rd Suite 202, Middleburg Heights, OH 44130 • United States
3 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 |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 10/2013 | 03/2017 |
| Skybox Financial Group, Llc | Strongville | OH | 03/2017 | Present |
| Searles Wealth Management, Inc. | Strongsville | OH | 01/2013 | Present |
?the name of the other business; Skybox Risk Management, LLC ?whether the business is investment-related; YES ?the address of the other business; 7261 Engle Road, Suite 202 Middleburg Heights Ohio 44130 United States ?the nature of the other business; Insurance Agency ?your position; Owner ?title, or relationship with the other business; Owner ?the start date of your relationship; 2024-01-01 ?the approximate number of hours/month you devote to the other business; 30 ?the number of hours you devote to the other business during securities trading hours; 30 ?and briefly describe your duties relating to the other business; Act as the primary insurance producer for the company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-15 |
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