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Steven Joseph Slomberg

Familywealth

Stow, OH

Lake Mary, FL

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Current Employers
Familywealth

255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-01-09
  • OH RA
    APPROVED
    Since 2018-01-09

Branch Locations

Stow, OH • United States

255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Variable Investment Advisors Inc. Sioux Falls SD 03/2016 Present
Advisersource.COm Dallas TX 09/2017 12/2017
Familywealth Advisers, Llc Stow OH 01/2018 Present
  • 03/2016 → Present
    Variable Investment Advisors Inc.
    Sioux Falls, SD
  • 09/2017 → 12/2017
    Advisersource.COm
    Dallas, TX
  • 01/2018 → Present
    Familywealth Advisers, Llc
    Stow, OH
Previous Registrations
  • 2017-09-27 → 2017-12-31
    Stow, OH
    Lake Mary, FL
Other Businesses

1. S.J. SLOMBERG INC.d/b/a EQUITY FINANCIAL SERVICES; STOW, OH; PRESIDENT/SALES; SELL LIFE, HEALTH, AND FIXED ANNUITIES THROUGH VARIOUS INSURANCE COMPANIES. 30 HRS PER WEEK 2.REAL ESTATE HOLDING UNDER THE NAME STEVEN SLOMBERG; STOW, OH; DOES ALL MANAGEMENT OF PROPERTIES; 3-5 HOURS PER WEEK; NOT INVESTMENT RELATED

Other Names
  • Steven J Slomberg

View on SEC IAPD

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