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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-07-02 |
| NC | RA | APPROVED | 2024-06-03 |
| VA | RA | APPROVED | 2024-06-03 |
Branch Locations
3400 Sweeten Creek Road, Suite A, Arden, NC 28704 • United States
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Pennington Gap | VA | 08/2006 | 06/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2016 | 01/2018 |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 06/2024 | Present |
| Infinity Wealth Management (D.b.a. For Advisory Business) | Arden | NC | 06/2024 | Present |
| Crutchfield | Norton | VA | 06/2018 | 10/2018 |
| South-West Insurance Agency, Inc. | Norton | VA | 10/2018 | 05/2024 |
1) Mr. Livesay is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Livesay spends approx. 10 hrs/week during trading hours on this activity. 2) Mr. Livesay works with the local chapter of the American Financial Education Alliance (AFEA). Mr. Livesay conducts several seminars per month to help eliminate financial illiteracy as part of his marketing efforts. There are no product sales or company names mentioned at these seminars. 3) Mr. Livesay works with the local chapter of the Association of Financial Consultants (AFC). Mr. Livesay conducts seminars occasionally to help eliminate financial illiteracy as part of his marketing efforts. There are no product sales or company names mentioned at these seminars. Mr. Livesay spends approximately five hours per month on this activity during non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-21 |
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