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251 W. Garfield Rd. Suite 155, Aurora, OH 44202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-13 |
Branch Locations
251 W. Garfield Rd. Suite 155, Aurora, OH 44202 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-03-09 |
Branch Locations
251 W. Garfield Rd Ste 155, Aurora, OH 44202 • United States
5500 Frantz Road Suite 151, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| School | Washington | PA | 03/2015 | 05/2017 |
| Brooks Brothers | Aurora | OH | 05/2017 | 01/2021 |
| Kenston Community Ed | Chagrin Falls | OH | 08/2011 | 08/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2017 | 01/2019 |
| Northwestern Mutual Investment Services Llc | Cleveland | OH | 07/2018 | 01/2019 |
| Axa Advisors, Llc | New York | NY | 01/2019 | 09/2019 |
| Kenston Baseball Association | Kenston | OH | 05/2017 | Present |
| Lpl Financial, Llc | Aurora | OH | 12/2019 | 03/2022 |
| Stratos Wealth Partners, Ltd | Aurora | OH | 12/2019 | 03/2020 |
| Commonwealth Financial Network | Waltham | MA | 03/2022 | Present |
| Emvision Capital Advisors | Aurora | OH | 03/2022 | Present |
1. Fixed insurance sales; Located at as of 3/08/2022; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, M&D Financial Enterprises, Inc., DBA EmVision Capital Advisors; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2021; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-25 |
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