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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-08 |
Branch Locations
5900 Landerbrook Drive Suite 205, Mayfield Hts, OH 44124 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-14 |
Branch Locations
5900 Landerbrook Drive Suite 205, Mayfield Hts, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-07-09 |
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