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127 E Liberty St Suite 300, Wooster, OH 44691 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-06-01 |
Branch Locations
127 E Liberty St Suite 300, Wooster, OH 44691 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Star Strategies, Llc | Wooster | OH | 06/2010 | 06/2017 |
| Global Financial Private Capital, Llc | Sarasota | FL | 06/2017 | 08/2018 |
| Star Financial, Llc | Wooster | OH | 06/2017 | 12/2017 |
| Prism Wealth Management, Llc | Creston | OH | 06/2017 | Present |
| Star Financial Wealth Management | Wooster | OH | 01/2018 | 10/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 09/2018 | 08/2022 |
| Prism Wealth Management Llc | Wooster | OH | 05/2022 | Present |
| United Way Of Wayne And Holmes Counties | Wooster | OH | 04/2021 | Present |
| Robert L. Dodaro, Sole Proprietor | Wooster | OH | 11/2012 | Present |
| Prism Holdings, Llc | Sterling | OH | 03/2025 | Present |
| Prism Annuity & Life Co., Llc | Sterling | OH | 03/2025 | Present |
| Daroso Properties, Llc | Sterling | OH | 03/2025 | Present |
1.) PRISM WEALTH MANAGEMENT; INVESTMENT-RELATED; 104 KIMBERLY DR. CRESTON, OH 44217; INSURANCE SALES AND SERVICE; PRESIDENT; 6/2017; 20 HOURS PER MONTH; 20 HOURS PER MONTH; SALES OF FIXED INSURANCE PRODUCTS 2) United Way of Wayne and Holmes Counties; Not INVESTMENT-RELATED; Board Member/Treasurer; start 04/2021; 2 HOURS PER MONTH; 0 HOURS during trading 3) Robert L. Dodaro, INVESTMENT-RELATED; Sole Proprietor; Insurance Agent; start 11/2012; 20 HOURS PER MONTH; 10 HOURS during trading 4) PRISM HOLDINGS, LLC; NO; STERLING, OH; MEMBER; 03/2025; 2/ HRS MO; 0/ HRS MO; HOLDING COMPANY FOR OTHER BUSINESSES 5) PRISM ANNUITY & LIFE CO., LLC; YES; STERLING, OH; INSURANCE SERVICES; MEMBER/ INSURANCE AGENT; 03/2025; 60/ HRS MO; 50/ HRS MO LIFE INSURANCE & ANNUITY SALES 6) DAROSO PROPERTIES, LLC; NO; STERLING, OH; PROPERTY RENTAL; MEMBER; 03/2025; 2/ HRS MO; 0/ HRS MO; BUSINESS BUYS COMMERCIAL PROPERTIES TO RENT SPACE OUT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-08 |
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