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22730 Fairview Center Dr Suite# 150, Fairview Park, OH 44126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-06-07 |
| TX | RA | APPROVED_RES | 2021-08-16 |
| OH | RA | APPROVED | 2018-07-10 |
Branch Locations
22730 Fairview Center Dr Suite# 150, Fairview Park, OH 44126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 12/2013 | 01/2021 |
| Rockport Wealth, Llc Dba Rockport Wealth Advisors | Fairview Park | OH | 05/2018 | Present |
| Ars Capital, Inc | Fairview Park | OH | 06/2018 | Present |
| Private Client Services | Fairview Park | OH | 01/2021 | Present |
1) REGISTRANT OWNS ARS CAPITAL INC. 22730 FAIRVIEW CENTER DR, STE 150, FAIRVIEW PARK, OH 44126. ARS IS AN OWNER OF ROCKPORT WEALTH, LLC - an RIA firm. APPROXIMATELY 1 HR/MO FOR BOOKS AND RECORDS, GENERALLY NOT DURING TRADING HOURS 2)THE REGISTRANT IS INDEPENDENTLY INSURANCE LICENSED. 22730 FAIRVIEW CENTER DR, STE 150, FAIRVIEW PARK, OH 44126. SALE OF LIFE, DISABILITY AND LONG TERM CARE INSURANCE. APPROXIMATELY 5 HRS/MO; 1 DURING TRADING HRS. 3) Rockport Wealth - RIA 22730 Fairview Center Drive, Ste 150, Fairview Park, OH 44126; start date: 01/2021; number of hours: 160; hours during trading hours: 8 investment advisor representative. Adam Stalnaker is fifty percent owner of Rockport Real Estate Holdings, LLC with partner Joseph Kovach. Rockport Real Estate Holdings, LLC owns the Youngstown, Ohio office of Rockport Wealth, LLC. 4) GallantFew Board of Directors; Not Investment-related; 1022 2nd Ave., Columbus, GA 31901; Charity; Board of Directors; Start Date: 01/01/2026; Number of hours/month: 2; Number of hours during trading hours: 1; Duties: Sit on the Attend 4 meeting and give feedback on current programming and ideas to improve.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-30 |
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