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122 Broad Blvd., Cuyahoga Falls, OH 44221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winking Lizard Tavern | North Canton | OH | 05/2013 | 06/2017 |
| Kent State University | Canton | OH | 08/2015 | 05/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2017 | 11/2017 |
| The Huntington Investment Company | Cuyahoga Falls | OH | 11/2017 | 10/2022 |
| Lpl Financial Llc | Cuyahoga Falls | OH | 10/2022 | Present |
| Huntington Financial Advisors | Cuyahoga Falls | OH | 02/2018 | 10/2022 |
| Vision Financial Management, Llc | Cuyahoga Falls | OH | 10/2022 | Present |
| Brindus Insurance & Financial Services | Canton | OH | 05/2017 | 11/2017 |
1) 08/15/2022 - Non-Variable Insurance - Agent selling Fixed annuities, Life, disability and long term care insuranc- Inv Rel -Cuyahoga Falls OH ) - Start: 10/2022 2) 10/11/2022 - VISION FINANCIAL MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 10/2022 - 100 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Vision Financial Management, LLC, an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-05 |
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