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251 W. Garfield Rd. Suite 155, Aurora, OH 44202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-13 |
Branch Locations
251 W. Garfield Rd. Suite 155, Aurora, OH 44202 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-08-08 |
Branch Locations
251 W. Garfield Rd Ste 155, Aurora, OH 44202 • United States
5500 Frantz Road Suite 151, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/2022 | 07/2024 |
| Payne And Payne Renovations And Design | Chardon | OH | 04/2021 | 07/2022 |
| Great Lakes Cheese | Hiram | OH | 05/2020 | 04/2021 |
| University Of Dayton | Dayton | OH | 08/2016 | 05/2020 |
| Emvision Capital Advisors | Aurora | OH | 09/2022 | 07/2024 |
| Emvision Capital Advisors | Aurora | OH | 07/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2024 | Present |
Fixed insurance sales; Located at 251 W Garfield Road, Suite 155, Aurora, OH 44202, as of 07/30/2024; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-29 |
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