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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-12 |
| OH | RA | APPROVED | 2022-01-12 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
6095 Parkland Blvd, Suite 210, Mayfield Heights, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nca Financial Planners | Mayfield Heights | OH | 06/2017 | 01/2022 |
| Ohio University | Athens | OH | 08/2014 | 05/2018 |
| Royal Alliance Associates, Inc. | Mayfield Hts | OH | 07/2019 | 01/2022 |
| Sequoia Financial Group, Llc | Mayfield Heights | OH | 01/2022 | Present |
1. Financial Planners of Cleveland Inc dba NCA Financial Planners; Assistant; Corp; investment related; Hrs 160; 06/26/2018; 6095 Parkland Blvd Ste 210 Mayfield Hts OH 44124; schedule client meetings, follow up on action items from client meetings, take notes in client meetings, general customer service and paperwork processing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-16 |
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