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Current Employers
Emvision Capital Advisors, Llc

251 W. Garfield Rd. Suite 155, Aurora, OH 44202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-15
OH RA APPROVED 2026-01-13
  • TX RA
    APPROVED
    Since 2026-06-15
  • OH RA
    APPROVED
    Since 2026-01-13

Branch Locations

251 W. Garfield Rd. Suite 155, Aurora, OH 44202 • United States

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-26
OH RA APPROVED 2022-03-09
  • TX RA
    APPROVED_RES
    Since 2026-03-26
  • OH RA
    APPROVED
    Since 2022-03-09

Branch Locations

251 W. Garfield Rd Ste 155, Aurora, OH 44202 • United States

5500 Frantz Road Suite 151, Dublin, OH 43017 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Aurora OH 12/2014 03/2022
Stratos Wealth Partners, Ltd Aurora OH 12/2014 03/2022
Commonwealth Financial Network Waltham MA 03/2022 Present
Emvision Capital Advisors, Llc Aurora OH 12/2014 Present
Previous Registrations
  • 2025-09-24 → 2025-12-31
    Aurora, OH
  • 2014-12-08 → 2022-03-09
    Beachwood, OH
    Aurora, OH
  • 2005-01-18 → 2014-12-08
    Wrp Investments, Inc.
    Twinsburg, OH
    Twinsburg, OH
    Twinsburg, OH
    Youngstown, OH
  • 2002-06-21 → 2004-12-31
    Wrp Investments, Inc.
    Youngstown, OH
Other Businesses

1. Fixed insurance sales; as of 03/01/2022; 25% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Brockway Properties, LLC, an entity created for the purpose of buying and managing residential real estate located in Fort Myers, FL, as of 07/26/2021; 2% of time spent during business hours; Not Conducted at branch; Investment related. 3. Co-owner & Partner 251 W Garfield, LLC, an entity created for the purpose of managing commercial real estate at 251 W Garfield Rd, Aurora, OH 44202, as of 1/01/2018; 5% of time spent during business hours; Conducted at branch; Investment related. 4. Co-Owner, M&D Financial Enterprises, Inc., DBA EmVision Capital Advisors; a private entity established to facilitate securities, advisory, and insurance business; as of 12/01/2015; 100% of time spent during business hours; Conducted at branch; Investment related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-02-11
  • S63 Uniform Securities Agent State Law Examination
    1997-02-11

View on SEC IAPD

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