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1700 Woodlands Drive Suite 100, Maumee, OH 43537 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-07-10 |
Branch Locations
1700 Woodlands Drive Suite 100, Maumee, OH 43537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wood And Associates | Traverse City | MI | 05/1991 | 09/2017 |
| Coastal Equities, Inc. | Wilmington | DE | 09/2017 | 01/2020 |
| Camelot Advisors, Llc D/B/A Comprehensive Investor Services | Maumee | OH | 09/2017 | 07/2019 |
| Next Financial | Rochester | MI | 10/2000 | 09/2017 |
| Munn Wealth Management | Maumee | OH | 07/2019 | Present |
1) MUNN WEALTH MANAGEMENT LLC. INVESTMENT RELATED, REGISTERED INVESTMENT ADVISOR, START DATE 7/12/19; 40+ HRS/WEEK DURING TRADING HOURS 2) FIXED INSURANCE BUSINESS. COMPENSATION IN THE FORM OF COMMISSIONS. FIXED PRODUCTS ARE SOLD AS NEEDED BUT ARE NOT A NORMAL BUSINESS ACTIVITY. 1-2 HOURS PER WEEK, DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-03 |
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