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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-11-08
  • OH RA
    APPROVED
    Since 2024-11-08

Branch Locations

5900 Landerbrook Drive Suite 205, Mayfield Hts, OH 44124 • United States

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-06-14
  • OH RA
    APPROVED
    Since 2024-06-14

Branch Locations

5900 Landerbrook Drive Suite 205, Mayfield Hts, OH 44124 • 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
Securities America, Inc Mayfield Hts OH 12/2009 06/2024
Securities America Advisors, Inc. Mayfield Hts OH 08/2010 06/2024
Cedar Brook Financial Partners, Llc Cleveland OH 02/2018 03/2021
Arbor Point Advisors Mayfield Hts OH 04/2021 11/2024
Osaic Wealth, Inc. Mayfield Hts OH 06/2024 Present
Osaic Wealth, Inc. Mayfield Hts OH 06/2024 Present
Osaic Advisory Services, Llc Atlanta GA 11/2024 Present
  • 12/2009 → 06/2024
    Securities America, Inc
    Mayfield Hts, OH
  • 08/2010 → 06/2024
    Securities America Advisors, Inc.
    Mayfield Hts, OH
  • 02/2018 → 03/2021
    Cedar Brook Financial Partners, Llc
    Cleveland, OH
  • 04/2021 → 11/2024
    Arbor Point Advisors
    Mayfield Hts, OH
  • 06/2024 → Present
    Mayfield Hts, OH
  • 06/2024 → Present
    Mayfield Hts, OH
  • 11/2024 → Present
    Atlanta, GA
Previous Registrations
  • 2021-04-01 → 2024-11-08
    Arbor Point Advisors
    Moreland Hills, OH
    Mayfield Heights, OH
    Mayfield Hts, OH
  • 2010-08-18 → 2024-06-14
    Securities America Advisors, Inc.
    Chesterland, OH
    Mayfield Heights, OH
    Moreland Hills, OH
    Mayfield Hts, OH
  • 2018-03-02 → 2021-04-21
    Cedar Brook Group
    Cleveland, OH
Other Businesses

1. PODOJIL CONSULTING AND PROFESSIONAL SERVICES POSITION: Consultant NATURE: Service Center INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 15 START DATE: 10/03/2016 ADDRESS: 2111 Kingsborough Dr, Painesville, OH 44077 DESCRIPTION: Meet monthly with the key personnel at the ESCs and Auburn to assist in developing agendas for meetings and strategizes topics and initiatives they wish to pursue with the districts they represent 6. ESKO ARCHITECT -Consultant -LESKO ARCHITECTURE/CONSULTANT--EDU CONSULTANT -EDUCATIONAL PLANNER -3/1/12 -27995 Clemens Rd Ste A Cleveland OH 44145 -Education Consultant 10. OHIO EDUCATORS PLANNING GROUP POSITION: Partner NATURE: Advisors Group dedicated to public school officials INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2015 ADDRESS: 5900 Landerbrook Dr, Suite 205, Mayfield Hts, OH 44124 DESCRIPTION: Working with public school administrators as they plan for retirement as well as providing them with life and disability insurance as needed.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-07-09
  • S63 Uniform Securities Agent State Law Examination
    2021-07-09
Other Names
  • Anthony Podojil

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