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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED_RES | 2024-03-21 |
Branch Locations
225 E. Liberty St Suite 201, Medina, OH 44256 • United States
35651 Detroit Road, Avon, OH 44011 • United States
Medina, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Westlake | OH | 10/2014 | 06/2019 |
| Oneamerica Securities | Westlake | OH | 12/2014 | 06/2019 |
| Velocity Advisors, Llc | Westlake | OH | 10/2014 | 11/2024 |
| Cleveland Mortgage Inc | Strongsville | OH | 01/2018 | Present |
| Jakob F Von Der Vellen Memorial Foundation | Medina | OH | 08/2012 | 09/2025 |
| Medina County Senior Services Network | Medina | OH | 01/2016 | 01/2025 |
| Cetera Advisors Llc | Denver | CO | 06/2019 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
| Kpv Financial Services, Llc | Medina | OH | 06/2025 | Present |
1) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE 05/2019, INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, HEALTH, DISABILITY, AND LONG-TERM CARE 2) NAME OF OTHER BUSINESS: WEALTH HEALTH, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2024 , POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 35, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3) CLEVELAND MORTGAGE INC., NOT INVESTMENT RELATED, 14779 PEARL ROAD, STRONGSVILLE, OH, 44136, LOAN BROKERAGE, STARTED 01/2018, POSITION/TITLE/RELATIONSHIP: BROKER , APX 2 HOURS PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: TAKE APPLICATIONS AND MONITOR LOAN PROGRESSION. 4) NAME OF OTHER BUSINESS: KPV FINANCIAL SERVICES, LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-29 |
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