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13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2021-08-10 |
Branch Locations
5 Bedford Farms Drive Suite 104, Bedford, NH 03110 • United States
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 12/2008 | 05/2020 |
| Ohio National Financial Services | Cincinnati | OH | 12/2008 | 05/2020 |
| Madison Avenue Securities, Llc | San Diego | CA | 06/2020 | Present |
| Aewealth Management, Llc | Topeka | KS | 06/2020 | 06/2021 |
| High Point Capital Wealth | Bedford | NH | 06/2020 | Present |
| Dgr Financial Group, Llc | Bedford | NH | 01/2005 | Present |
1.) DGR FINANCIAL GROUP, LLC; FINANCIAL SERVICES ;YES, INVESTMENT RELATED; 264 S RIVER RD, SUITE 448,BEDFORD, NH 03110; SOLICITATION, SALES, AND SERVICES OF INSURANCE PRODUCTS; OWNER; 1/2005; 100 HRS/MONTH; 160 DURING SECURITIES TRADING HOURS. 2.) HIGH POINT CAPITAL WEALTH; FINANCIAL SERVICES ;YES, INVESTMENT RELATED; 264 S RIVER RD, SUITE 448, BEDFORD, NH 03110; SOLICITATION, SALES, AND SERVICES OF BROKERED INSURANCE PRODUCTS;OWNER AND REGISTERED REPRESENTATIVE AND INVESTMENT ADVISER REPRESENTATIVE; 06/2020; 160 HRS/MONTH; 80 DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-18 |
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