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2360 W 11Th St, Cleveland, OH 44113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-07-14 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Independent Advisors | Independence | OH | 06/2003 | 06/2017 |
| First Allied Securities | San Diego | CA | 05/2006 | 06/2017 |
| Ancora Inverness Llc | Cleveland | OH | 06/2011 | 09/2021 |
| First Allied Advisory Services | Chesterfield | MO | 07/2012 | 06/2017 |
| Inverness Securities | Cleveland | OH | 06/2017 | 09/2021 |
| Stratos Wealth Advisors Llc | Avon Lake | OH | 09/2021 | 11/2022 |
| Park Edge Advisors, Llc | Cleveland | OH | 07/2022 | Present |
Matt is a licensed insurance agent who sells life and health insurance with various insurance companies and receives commissions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-15 |
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