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Jolisa Lee Gonzalez

Sage Trading Collective

Cleveland, OH

Sylvania, OH

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Current Employers
Sage Trading Collective

Sylvania, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-07-29
MI RA APPROVED 2026-07-15
NC RA APPROVED 2026-07-15
  • OH RA
    APPROVED
    Since 2026-07-29
  • MI RA
    APPROVED
    Since 2026-07-15
  • NC RA
    APPROVED
    Since 2026-07-15

Branch Locations

Cleveland, OH • United States

Sylvania, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sage Trading Collective Sylvania OH 07/2026 Present
Intentional Wealth Partners Middleburg Heights OH 04/2025 05/2026
Stratos Wealth Partners Beachwood OH 02/2020 11/2024
Edgewater Yacht Club, Inc., Cleveland OH 05/2017 05/2021
Cleveland Housing Court Cleveland OH 07/2014 02/2020
Unemployed Cleveland OH 12/2024 04/2025
  • 07/2026 → Present
    Sage Trading Collective
    Sylvania, OH
  • 04/2025 → 05/2026
    Intentional Wealth Partners
    Middleburg Heights, OH
  • 02/2020 → 11/2024
    Stratos Wealth Partners
    Beachwood, OH
  • 05/2017 → 05/2021
    Edgewater Yacht Club, Inc.,
    Cleveland, OH
  • 07/2014 → 02/2020
    Cleveland Housing Court
    Cleveland, OH
  • 12/2024 → 04/2025
    Unemployed
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-31
  • S65 Uniform Investment Adviser Law Examination
    2026-03-31
Other Names
  • Jolisa Lee Gonzalez
  • Jolisa L Gonzalez

View on SEC IAPD

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