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251 W. Garfield Rd. Suite 155, Aurora, OH 44202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-16 |
| OH | RA | APPROVED | 2026-01-13 |
Branch Locations
251 W. Garfield Rd. Suite 155, Aurora, OH 44202 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-06-23 |
Branch Locations
251 W. Garfield Rd Ste 155, Aurora, OH 44202 • United States
Stow, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantella & Co., Inc. | Boston | MA | 12/2015 | 03/2020 |
| Lpl Financial, Llc | Stow | OH | 03/2020 | 06/2022 |
| Commonwealth Financial Network | Waltham | MA | 06/2022 | Present |
| Emvision Capital Advisors | Aurora | OH | 06/2022 | Present |
1. Co-Owner, D&K DDCT; Condominium rental, Located at 3 Braddock Bluff Drive, #1728, Hilton Head Island, SC, as of 2009; Approximately 5% time spent during business hours; Not conducted at branch location; Not investment related. 2. Fixed insurance sales; as of 06/21/2022, 1% of time spent during business hours; Conducted at branch location; Investment related. 3. Co-Owner, Spontarelli Financial Services, a private entity established to facilitate securities, advisory, and insurance business; as of 09/1996; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 1995-11-16 |
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