Michael Todd Rossi

Current Employers

Employment History

• 01/2000 → 12/2019
  Medallion Brokerage Insurance Agency, Inc.
  Youngstown, OH
• 04/2016 → 02/2021
  Summit Wealth Partners, Llc
  Boardman, OH
• 10/2019 → Present
  Advisors Equity Group, Llc
  Dallas, TX
• 07/2021 → 01/2022
  Global Advisory Partners, Llc
  Dallas, TX
• 01/2022 → Present
  Global Advisory Partners, Llc
  Dallas, TX

Previous Registrations

• 2016-07-13 → 2021-02-18
  Summit Wealth Partners, Llc
  Boardman, OH
  Orlando, FL
• 2012-12-13 → 2016-03-29
  Smc Advisory Network, Llc
  Boardman, OH
  Boardman, OH
• 2008-02-13 → 2012-12-31
  Cetera Advisors Llc
  Greenwood Village, CO
  Greenwood Village, CO
  Boardman, OH

Other Businesses

Licensed to sell insurance. President and minority owner of Advisors Equity Group, LLC. Advisors Equity Group, LLC is the owner of Global Advisory Partners, LLC. 2) ADVISORS EQUITY GROUP; PRESIDENT; INVESTMENT RELATED: YES; 14785 PRESTON ROAD DALLAS TX 75254; AEG WORKS WITH FINANCIAL PROFESSIONALS AND CENTERS OF INFLUENCE HELPING DESIGN FINANCIAL SOLUTIONS FOR THEIR CLIENTS. WE ARE MOSTLY COMPENSATED VIA INSURANCE COMPANIES/BGA'S/IMO'S/FMO'S ETC...WHEN OUR ADVISORS USED THE INSURANCE COMPANIES FIXED LIFE AND ANNUITY PRODUCTS.; I RUN THE DAY TO DAY OPERATIONS INCLUDING OVERSEEING DEPARTMENT HEADS AS WELL AS WORKING CLOSELY WITH THE ADVISORS WHO USE OUR FIRM FOR THEIR CASE DESIGN AND PRODUCT NEEDS; 2019-10-13; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 8; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 4; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 80;

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-04-19