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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-08 |
| OH | RA | APPROVED | 2024-11-08 |
| TX | 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 |
|---|---|---|---|---|
| Beacon Financial Partners | Houston | TX | 12/2006 | 11/2023 |
| Beacon Financial Advisory Llc | Beachwood | OH | 06/2015 | 11/2023 |
| Capital Analysts, Inc. | Beachwood | OH | 04/2010 | 11/2023 |
| Securities America, Inc. | Mayfield Hts | OH | 11/2023 | 06/2024 |
| Arbor Point Advisors | Mayfield Hts | OH | 11/2023 | 11/2024 |
| Osaic Wealth, Inc. | Mayfield Hts | OH | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. DANIEL L. BONDER, ATTORNEY AT LAW POSITION: Attorney/owner NATURE: Legal services INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/22/2023 ADDRESS: 5900 Landerbrook Dr., Ste. 205, Mayfield Hts. OH 44124 DESCRIPTION: Provide estate planning advise 2. ARBOR GROUP ADVISORS POSITION: financial planner NATURE: Financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 11/14/2023 ADDRESS: 5900 Landerbrook Dr., Ste. 205, Mayfield Hts. OH 44124 DESCRIPTION: Financial planning, investment management, insurance solutions
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-01 |
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