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5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-10 |
Branch Locations
5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hunter Associates | Salem | OH | 09/2015 | 10/2017 |
| M&T Securities | Buffalo | NY | 02/2018 | 04/2018 |
| Laid Off/Job Hunting | Canfield | OH | 10/2017 | 02/2018 |
| True Wealth Design, Llc | Akron | OH | 05/2018 | 05/2019 |
| M&T Bank | Buffalo | NY | 02/2018 | 04/2018 |
| True Wealth Design | Akron | OH | 05/2018 | 05/2019 |
| Affinity Wealth Llc | Canton | OH | 05/2019 | 11/2020 |
| Facet Wealth | Baltimore | MD | 11/2020 | 01/2024 |
| Strategic Wealth Partners Ltd | Independence | OH | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-17 |
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