Best Investors Account Sign in
Inactive

Nicholas Anthony Paterniti

Journey Wealth Management

Cleveland, OH

Claim This Profile
Current Employers
Journey Wealth Management

22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-08-15
  • OH RA
    APPROVED
    Since 2022-08-15

Branch Locations

22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Miami University Oxford OH 08/2014 05/2018
Guardian Life Insurance Co Of America Beachwood OH 05/2017 09/2020
Park Avenue Securities Beachwood OH 07/2018 09/2020
Lincoln Investment Fort Washington PA 09/2020 08/2022
Capital Analysts Fort Washington PA 09/2020 08/2022
Beacon Cfo Cleveland OH 09/2020 08/2022
Lifetime Financial Growth Beachwood OH 06/2018 09/2020
Beacon Financial Advisory Llc Cleveland OH 09/2020 08/2022
Journey Wealth Management Cleveland OH 08/2022 Present
  • 08/2014 → 05/2018
    Miami University
    Oxford, OH
  • 05/2017 → 09/2020
    Guardian Life Insurance Co Of America
    Beachwood, OH
  • 07/2018 → 09/2020
    Park Avenue Securities
    Beachwood, OH
  • 09/2020 → 08/2022
    Lincoln Investment
    Fort Washington, PA
  • 09/2020 → 08/2022
    Fort Washington, PA
  • 09/2020 → 08/2022
    Beacon Cfo
    Cleveland, OH
  • 06/2018 → 09/2020
    Lifetime Financial Growth
    Beachwood, OH
  • 09/2020 → 08/2022
    Cleveland, OH
  • 08/2022 → Present
    Cleveland, OH
Previous Registrations
Other Businesses

AVANTI SALON POSITION: Maintenance W2 Employee NATURE: Hair Salon INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2009 ADDRESS: 8027 Mayfield Road, Chesterland OH 44026, United States DESCRIPTION: Maintenance, Handyman

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cleveland, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor