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6450 Rockside Woods Blvd S Suite 150, Independence, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-17 |
Branch Locations
6450 Rockside Woods Blvd S Suite 150, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Toledo | OH | 01/2009 | 12/2018 |
| La Scola Italian Grill | Toledo | OH | 05/2017 | 08/2017 |
| Outback Steakhouse | Cuyahoga Falls | OH | 05/2018 | 10/2018 |
| Foresters Financial, Inc. | Independence | OH | 06/2018 | 08/2018 |
| Polo Ralph Lauren | Aurora | OH | 12/2018 | 04/2019 |
| Sarah's Vineyard | Cuyahoga Falls | OH | 04/2019 | 09/2019 |
| Axa Advisors, Llc | New York | NY | 04/2019 | 08/2019 |
| Pfs Investments Inc. | Akron | OH | 09/2019 | 09/2019 |
| Primerica Financial Services | Akron | OH | 08/2019 | 08/2019 |
| Concourse Financial Group Securities Inc | Birmingham | AL | 10/2019 | 11/2024 |
| (Dba) Business Underwriters Association (Bua) | Akron | OH | 10/2019 | 01/2026 |
| Investment Distributors, Inc. | Birmingham | AL | 11/2024 | 01/2026 |
| Golden Reserve Retirement, Llc | Dublin | OH | 01/2026 | 06/2026 |
| Enza Financial Llc | Independence | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-05-11 |
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