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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-08 |
Branch Locations
5900 Landerbrook Drive Suite 205, Mayfield Hts, OH 44124 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-14 |
Branch Locations
5900 Landerbrook Drive Suite 205, Mayfield Hts, OH 44124 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Securities America, Inc | Lyndhurst | OH | 03/2006 | 06/2024 |
| Securities America Advisors Inc | Lyndhurst | OH | 03/2006 | 06/2024 |
| Cedar Brook Financial Partners, Llc | Cleveland | OH | 02/2018 | 03/2021 |
| Arbor Point Advisors | Lyndhurst | OH | 04/2021 | 11/2024 |
| Osaic Wealth, Inc. | Lyndhurst | OH | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. ERIC RUBIN POSITION: owner NATURE: Life and Long Term Care Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2006 ADDRESS: 2112 ACACIA PARK DRIVE # 201, LYNDHURST, OH 44124 DESCRIPTION: Helping clients determine potential insurance needs. Suggesting and selling appropriate products 2. ORT POSITION: board member NATURE: 1) ORT EDUCATION CHARITY INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2005 ADDRESS: 24100 Chagrin Blvd., Ste. 300, Beachwood OH 44122, United States DESCRIPTION: suggest programs to raise funds
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-05-22 |
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