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22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-28 |
Branch Locations
22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aurum Wealth Management Group Llc | Mayfield Village | OH | 03/2016 | 08/2017 |
| Sequoia Financial Advisors, Llc | Akron | OH | 08/2017 | 02/2022 |
| Mariner Wealth Advisors | Beachwood | OH | 03/2022 | 10/2023 |
| Fsm Wealth Advisors, Llc | Cleveland | OH | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-11 |
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