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2778 Centennial Road Ste A, Toledo, OH 43617 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2008-04-23 |
Branch Locations
2778 Centennial Road Ste A, Toledo, OH 43617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Structured Wealth Management,Inc. | Sylvania | OH | 04/2008 | Present |
| Next Financial Group Inc | Toledo | OH | 08/2009 | Present |
| Liberty Partners Financial Services, Llc | Bakersfield | CA | 05/2012 | Present |
SWM TAX - DBA LIBERTY TAX SERVICE (NOT AFFILIATED WITH OUR FIRM) 4011 SECOR RD TOLENDO, OH 43623 TAX PREP, OWNER, PARTNER SPENDS 20 HOURS PER MONTH STRUCTURED WEALTH MANAGEMENT, RIA 4011 SECOR RD TOLENDO, OH 43623 RIA 100% FEE BASED TITLE - PARTNER SPENDS 20 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-02 |
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