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5579 Pearl Road, Ste 100, Parma, OH 44129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-02-11 |
Branch Locations
Willoughby, OH • United States
5579 Pearl Road, Suite 100, Parma, OH 44129 • UNITED STATES
Willoughby, OH • United States
5579 Pearl Road, Ste 100, Parma, OH 44129 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Mayfield | OH | 09/2005 | 12/2016 |
| Self | Concord | OH | 01/2005 | 12/2016 |
| Key Investment Services, Llc | Cleveland | OH | 12/2016 | 11/2017 |
| Allstate Insurance Company | Ashtabula | OH | 11/2017 | 02/2021 |
| Independence Capital Co. Inc. | Pparma | OH | 02/2021 | Present |
Insurance Agent. Sell fixed life insurance and annuities, disability, health and long term care insurance. 4125 Polo Park Dr Willoughby OH 44094. Start 10/1970. 25 hrs/month. Compensation: Commission
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-10 |
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