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5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-05-06 |
| OH | RA | APPROVED | 2020-10-12 |
Branch Locations
5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rehmann Financial Network, Llc | Toledo | OH | 01/2017 | 12/2017 |
| Royal Alliance Associates, Inc. | Toledo | OH | 09/2013 | 01/2018 |
| Rehmann Financial Network, Llc | Toledo | OH | 09/2013 | 12/2017 |
| D.B. Root & Company, Llc | Toledo | OH | 01/2018 | 10/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2018 | 04/2019 |
| Venture Visionary Partners Llc | Sylvania | OH | 10/2020 | Present |
1) 9/2020 Independent Licensed Insurance Agent; Investment Related; Sylvani, OH; Life and Health Insurance 2) Venture Risk Consulting, LLC; Investment Related; 5520 Monroe Street, Suite B, Sylvania OH 43560; Insurance agency; independent agent; life, health, disability, fixed annuities, start 12/2022; 5 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-05-01 |
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