Best Investors Account Sign in
Claim This Profile
Current Employers
Journey Wealth Management

22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-07
  • OH RA
    APPROVED
    Since 2025-07-07

Branch Locations

22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • United States

2923 Smith Road Suite 202, Akron, OH 44333 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Auxin Group Wealth Management, Llc Akron OH 06/2015 09/2025
Purshe Kaplan Sterling Investments Albany NY 09/2015 06/2025
Journey Wealth Management Cleveland OH 06/2025 Present
  • 06/2015 → 09/2025
    Auxin Group Wealth Management, Llc
    Akron, OH
  • 09/2015 → 06/2025
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 06/2025 → Present
    Cleveland, OH
Previous Registrations
Other Businesses

1. AUXIN GROUP WEALTH MANAGEMENT, LLC, INVESTMENT RELATED , ADDRESS: 2923 SMITH RD., SUITE 202, AKRON, OH 44333, RIA, POSITION: MANAGING PARTNER, START DATE: 06/12/2015, 240 HOURS DEVOTED A MONTH, 140 HOURS DEVOTED A MONTH, DUTIES: MANAGING PARTNER, FINANCIAL ADVISOR, CCO, RETIREMENT PLANNING, INVESTMENT MANAGEMENT, RESEARCH. 2. Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 09/2015. 4 hrs/month all during trading hours. Sales of fixed / traditional insurance products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-23
  • S66 Uniform Combined State Law Examination
    2009-01-23
Other Names
  • Matthew James Burnham

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cleveland, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor