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3500 Massillon Road, Suite 490, Uniontown, OH 44685 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-15 |
| TX | RA | APPROVED | 2025-11-05 |
| OH | RA | APPROVED | 2025-09-04 |
Branch Locations
3500 Massillon Road, Suite 490, Uniontown, OH 44685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Curtis Professional Group Inc. | Akron | OH | 03/1988 | Present |
| Capital Analysts Incorporated | Radnor | PA | 05/2005 | 08/2025 |
| Lincoln Investment | Uniontown | OH | 06/2012 | 08/2025 |
| Sobitz Financial Group | Uniontown | OH | 09/2025 | Present |
LIFE INSURANCE AND ANNUITIES POSITION: Agent sales and service NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1980 ADDRESS: 3500 Massillon Rd. STE 490, Uniontown OH 44685, United States DESCRIPTION: fixed insurance sales to provide for clients insurance and fixed annuity needs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-12-16 |
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