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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-09-29 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
7261 W. Central Ave,, Toledo, OH 43617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taylor University | Upland | IN | 08/2013 | 05/2017 |
| Strategic Investment Advisers, Llc | Sylvania | OH | 06/2017 | 10/2019 |
| First Federal Bank Of The Midwest | Defiance | OH | 10/2019 | 06/2020 |
| Raymond James Financial Services Advisors, Inc. | Toledo | OH | 06/2020 | 09/2023 |
| Garrison Financial Llc | Toledo | OH | 06/2020 | 09/2023 |
| Mgo One Seven Dba Hyperion Wealth Group | Beachwood | OH | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-27 |
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