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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-08 |
| TX | RA | APPROVED | 2024-11-08 |
Branch Locations
5900 Landerbrook Drive Suite 205, Mayfield Hts, OH 44124 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-14 |
Branch Locations
5900 Landerbrook Drive Suite 205, Mayfield Hts, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Westlake | OH | 02/2015 | 01/2018 |
| Oneamerica Securities | Westlake | OH | 03/2015 | 01/2018 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2018 | 07/2023 |
| Vantage Financial Group Inc | Cleveland | OH | 07/2018 | 07/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 07/2023 |
| Securities America, Inc. | Mayfield Hts | OH | 09/2023 | 06/2024 |
| Arbor Point Advisors | Mayfield Hts | OH | 09/2023 | 11/2024 |
| Securities America Advisors | Mayfield Hts | OH | 09/2023 | 06/2024 |
| Osaic Wealth, Inc. | Mayfield Hts | OH | 06/2024 | Present |
| Osaic Wealth, Inc. | Mayfield Hts | OH | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. CBA: Arbor Group Advisors 2. FIXED INSURANCE POSITION: Insurance Agent NATURE: Fixed insurance with various companies INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 09/11/2023 ADDRESS: 5900 Landerbrook Drive, Suite 205, Mayfield Heights OH 44124 DESCRIPTION: Insurance agent sells life insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-06 |
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