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Danijel Romic

Journey Wealth Management

Cleveland, OH

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Current Employers
Journey Wealth Management

22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-11-21
  • OH RA
    APPROVED
    Since 2024-11-21

Branch Locations

22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • 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
Fidelity Brokerage Services Llc Woodmere OH 12/2013 06/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 05/2024
Journey Wealth Management Cleveland OH 08/2024 Present
  • 12/2013 → 06/2018
    Fidelity Brokerage Services Llc
    Woodmere, OH
  • 07/2018 → 05/2024
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 08/2024 → Present
    Journey Wealth Management
    Cleveland, OH
Previous Registrations
  • 2018-07-13 → 2024-04-25
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2014-05-28 → 2018-07-13
    Strategic Advisers Llc
    Woodmere Village, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-14
S63 Uniform Securities Agent State Law Examination 2013-11-13
  • S66 Uniform Combined State Law Examination
    2014-05-14
  • S63 Uniform Securities Agent State Law Examination
    2013-11-13

View on SEC IAPD

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MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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