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159 Crocker Park Blvd Suite 400, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-10-26 |
| TX | RA | APPROVED_RES | 2022-10-25 |
Branch Locations
159 Crocker Park Blvd Suite 400, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 11/2015 | 11/2016 |
| Student | Fort Worth | TX | 11/2016 | 07/2017 |
| Edward Jones | Savannah | GA | 09/2017 | 10/2020 |
| Kovalcik & Geraghty Wealth Partners Llp | Upper Arlington | OH | 11/2020 | 08/2022 |
| Coletta Capital, Llc | Bluffton | SC | 08/2022 | Present |
independent insurance agent since 08/2022; 110 Traders Cross, 1st Floor, Bluffton, SC 29909; investment related; selling insurance products; 15 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-16 |
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