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Wooster, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suncoast Credit Union | Tampa | FL | 07/2014 | 10/2021 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/2014 | 09/2021 |
| U.S. Bancorp Investments, Inc. | Akrom | OH | 12/2021 | 06/2022 |
| Golden Reserve Ria, Llc | Akron | OH | 01/2023 | 03/2024 |
| Fusion Financial, Inc. | Akron | OH | 09/2022 | Present |
| Stirlingshire Investments | Nyc | NY | 06/2024 | 08/2025 |
| Fusion Planning Llc | Wooster | OH | 10/2025 | Present |
David Andrew Paul Jr. President. Started 10/01/2022. Consulting, 10Hrs/ month. $5,000 compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-29 |
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