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5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-06-24 |
| TX | RA | APPROVED | 2019-06-24 |
Branch Locations
5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Sylvania | OH | 08/2016 | 06/2019 |
| Venture Visionary Partners Llc | Sylvania | OH | 06/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2019 | Present |
1) Venture Visionary Partners, LLC. Investment related. 5520 Monroe Street, Sylvania, OH 43560. RIA, COO. Start Date 6/2019. 160hrs/mo, 130hrs during trading hours. Client service, operations process/procedures relating to business. 2) Independent Insurance Licensed Agent; non investment related; Sylvania OH 3) Venture Risk Consulting, LLC. Investment Related. 5520 Monroe Street Suite B, Sylvania, OH 43560. Insurance Company. Compliance Officer. 06/2023. Hrs/month 1-2 all during trading hours. Compliance and Administrative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-08 |
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