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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-07 |
| PA | RA | APPROVED | 2025-01-27 |
| OH | RA | APPROVED | 2019-05-14 |
Branch Locations
3701 Boardman-Canfield Rd Suite 1, Canfield, OH 44406 • United States
3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-06 |
Branch Locations
3701 Boardman - Canfield Rd. Suite 1, Canfield, OH 44406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bps Pension Advisors, Inc | Boardman | OH | 03/2014 | Present |
| Bps Wealth Advisors, Inc. | Boardman | OH | 05/2019 | Present |
BPS Pension Advisors, Inc., 3701 Boardman Canfield Road, Canfield, OH 44406; third party administration firm for retirement plans, not investment related; started March 2014; pension consultant to small companies and businesses that wish to establish retirement plans for the company's employees; compensation-salaried employee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-02 |
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