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Current Employers
Rockport Wealth Advisors

22730 Fairview Center Dr Suite# 150, Fairview Park, OH 44126 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-06-07
TX RA APPROVED_RES 2021-08-16
OH RA APPROVED 2018-07-10
  • IN RA
    APPROVED
    Since 2022-06-07
  • TX RA
    APPROVED_RES
    Since 2021-08-16
  • OH RA
    APPROVED
    Since 2018-07-10

Branch Locations

22730 Fairview Center Dr Suite# 150, Fairview Park, OH 44126 • 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
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
  • 12/2013 → 01/2021
    Cetera Advisors Llc
    Denver, CO
  • 05/2018 → Present
    Rockport Wealth, Llc Dba Rockport Wealth Advisors
    Fairview Park, OH
  • 06/2018 → Present
    Ars Capital, Inc
    Fairview Park, OH
  • 01/2021 → Present
    Private Client Services
    Fairview Park, OH
Previous Registrations
  • 2013-12-03 → 2021-01-28
    Cetera Advisors Llc
    Toledo, OH
    Fairview Park, OH
  • 2009-10-09 → 2013-12-05
    New England Securities
    Westlake, OH
    Highland Hills, OH
  • 2009-07-13 → 2009-09-17
    Independence, OH
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-19
S63 Uniform Securities Agent State Law Examination 2015-12-30
  • S65 Uniform Investment Adviser Law Examination
    2017-12-19
  • S63 Uniform Securities Agent State Law Examination
    2015-12-30
Other Names
  • Adam Stalnaker

View on SEC IAPD

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