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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-20 |
| TX | RA | APPROVED | 2025-01-29 |
| OH | RA | APPROVED | 2024-11-08 |
Branch Locations
5900 Landerbrook Drive Suite 205, Mayfield Hts, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Cleveland | OH | 06/2012 | 10/2022 |
| Securities America, Inc. | Mayfield Hts | OH | 10/2022 | 06/2024 |
| Arbor Point Advisors | Mayfield Hts | OH | 10/2022 | 11/2024 |
| Osaic Wealth, Inc. | Mayfield Hts | OH | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
INSURANCE POSITION: Financial Planner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 25 START DATE: 10/02/2006 ADDRESS: 5900 Landerbrook Dr., Suite 205, Mayfield Heights OH 44124 DESCRIPTION: Insurance planning as part of financial planning process. Use of annuities, insurance, etc. to meet client needs. ARBOR POINT ADVISORS POSITION: Financial Planner NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 10/24/2022 ADDRESS: 5900 Landerbrook Dr, Suite 205, Mayfield Heights OH 44124 DESCRIPTION: Advisory business for clients DBA - Arbor Group Advisors
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-05-05 |
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