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600 Superior Avenue East Suite 2550, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-04-26 |
Branch Locations
600 Superior Avenue East Suite 2550, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fks Consulting Dba Sgs Planning | Bay Village | OH | 01/2006 | Present |
| Millennium Settlements | Tallahassee | FL | 07/2012 | 12/2018 |
| Cleveland Wealth, Llc | Cleveland | OH | 10/2015 | Present |
| Cleveland Wealth, Llc | Cleveland | OH | 04/2016 | Present |
| Sage Settlement Consulting | Atlanta | GA | 01/2019 | Present |
| Cw Insurance, Llc | Cleveland | OH | 12/2018 | Present |
| Cw Settlements | Cleveland | OH | 12/2018 | Present |
1.INDEPENDENT INSURANCE AGENT;YES;8 COMMCERCE AVENUE SELINSGROVE, PA 17870;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;12/2010;160;160;SALES OF FIXED INSURANCE PRODUCTS 2.FKS CONSULTING, INC. DBA STRUCTURED GROWTH STRATEGIES;YES;8 COMMERCE AVENUE SELINSGROVE, PA 17870;DBA;OWNER;1/2006;80;80;DBA FOR INSURANCE AND SECURITIES SALES AS WELL AS STRUCTURED SETTLEMENTS. 3. THOMAS WILLIAMS STOCKETT IS A PRODUCER/CONSULTANT FOR SAGE SETTLEMENT CONSULTING AS OF JANUARY 2019. 4. THOMAS WILLIAMS STOCKETT IS A PRINCIPAL OF CW INSURANCE, LLC AS OF DECEMBER 2018. 5. THOMAS WILLIAMS STOCKETT IS OWNER OF CW SETTLEMENTS, LLC AS OF DECEMBER 2018. MR. STOCKETT SPENDS 40 HOURS PER MONTH ON THESE ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-20 |
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