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9200 South Hills Blvd. Suite 310, Broadview Hts., OH 44147 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-02 |
| OH | RA | APPROVED | 2021-05-14 |
Branch Locations
9200 South Hills Blvd. Suite 310, Broadview Hts., OH 44147 • United States
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-04 |
| OH | RA | APPROVED | 2023-06-29 |
Branch Locations
9200 South Hills Blvd Ste 310, Broadview Heights, OH 44147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank | Independence | OH | 10/2013 | 11/2019 |
| Cetera Investment Services Llc | St.CLoud | MN | 02/2014 | 11/2019 |
| Cetera Investment Advisers Llc | Independence | OH | 02/2014 | 11/2019 |
| Financial Management Strategies | Cleveland | OH | 11/2019 | 10/2020 |
| Vantage Financial Group | Cleveland | OH | 10/2019 | 08/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2019 | Present |
| Vision Wealth Management | Broadview Heights | OH | 01/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) NAME OF OTHER BUSINESS: FINANCIAL MANAGEMENT STRATEGIES, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 11/2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY REPRESENTATIVE (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2019 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE (3) NAME OF OTHER BUSINESS: VISION WEALTH MANAGEMENT ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 05/2021 POSITION/TITLE/RELATIONSHIP: 5/1/2021 APX NUMBER OF HOURS PER WEEK: 30 ; APX NUMBER OF HOURS DURING TRADING HOURS: 30 ; BRIEF DESCRIPTION OF DUTIES: INSURANCE AND SECURITIES SALES AND SERVICE ; (4) NAME OF OTHER BUSINESS: ANTONIO CIBELLA YOUTUBE CHANNEL , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ONLINE VIDEOS, START DATE: 04/2023, POSITION/TITLE/RELATIONSHIP: HOST, APX NUMBER OF HOURS PER WEEK: 3, APX NUMBER OF HOURS DURING TRADING HOURS: 3, BRIEF DESCRIPTION OF DUTIES: POST VIDEOS ON YOU TUBE PROVIDING FINANCIAL INSIGHTS AND EDUCATION;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-24 |
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