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Current Employers
Munn Wealth Management, Llc

1700 Woodlands Drive Suite 100, Maumee, OH 43537 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-09-11
  • OH RA
    APPROVED
    Since 2017-09-11

Branch Locations

1700 Woodlands Drive Suite 100, Maumee, OH 43537 • United States

Camelot Portfolios, Llc

1700 Woodlands Dr Suite 100, Maumee, OH 43537 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2010-08-26
  • OH RA
    APPROVED
    Since 2010-08-26

Branch Locations

1700 Woodlands Dr Suite 100, Maumee, OH 43537 • 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
Munn Wealth Management, Llc Maumee OH 09/1998 Present
Camelot Portfolios, Llc Maumee OH 01/2008 Present
Atlantis Wealth Advisors Maumee OH 02/2014 Present
Previous Registrations
Other Businesses

1)CMBY, LLC (CORP); COMMERCIAL REAL ESTATE RENTAL; PASSIVE OWNER; NO TIME SPENT; 70% OWNERSHIP; CONTINUOUS TERM; 2)CAMELOT PORTFOLIOS, LLC (RIA) FINANCIAL PLANNING/CONSULTING, MONEY MANAGEMENT, BUDGETS, BOOKKEEPING & VALUATIONS; ACTIVE OWNER; 50% TIME SPENT; 100% OWNERSHIP; CONTINUOUS TERM; COMP VARIES 3)DARREN MUNN (SOLE PROP); PROPERTY MANAGEMENT; ACTIVE OWNER; 1% TIME SPENT; 100% OWNERSHIP; CONTINUOUS TERM; 4)MUNN WEALTH MANAGEMENT; (RIA); 90% OWNERSHIP; 29% TIME SPENT; 39% COMP;INDEFINITE TERM; 5) CMBY, LLC & WOODLANDS INVESTORS; INVESTMENT RELATED; OWNER; OWNERSHIP OF OFFICE BUILDING; OVERSEE MANAGEMENT OF OFFICE BUILDING, HANDLE FINANCIAL DECISIONS, & SEEK NEW TENANTS; START DATE: 2008-01-01; LOCATION: 1700 WOODLANDS DR MAUMEE OH 43537 UNITED STATES. 1 HOUR/MONTH DURING TRADING HOURS; 1 HOUR/MONTH OUTSIDE OF TRADING HOURS. 6) TOLEDO CHRISTIAN SCHOOLS FOUNDATION; NOT INVESTMENT RELATED; BOARD MEMBER; ATTEND BOARD MEETINGS, ENGAGE POTENTIAL DONORS, OVERSEE THE FOUNDATION'S INVESTMENTS; THE TCS FOUNDATION ENGAGES DONORS TO RAISE MONEY TO PROVIDE SCHOLARSHIPS AND FUNDS FOR CAPITAL IMPROVEMENTS; START DATE: 2008-01-01; LOCATION: 2303 BROOKFORD DR TOLEDO OH 43614 UNITED STATES; 3 HOUR/MONTH DURING TRADING HOURS; 1 HOUR/MONTH OUTSIDE OF TRADING HOURS. 7) EFFECTIVE GIVE; BOARD MEMBER; ATTEND BOARD MEETINGS & ADVISE ON THE DIRECTION OF THE ORGANIZATION; EFFECTIVE GIVE HELPS DONORS INCREASE THEIR CHARITABLE IMPACT; START DATE: 2018-06-01; LOCATION: 1700 WOODLANDS DR MAUMEE OH 43537 UNITED STATES; 0 HOUR/MONTH DURING TRADING HOURS; 1 HOUR/MONTH OUTSIDE OF TRADING HOURS. 8) INSURANCE AGENT; INVESTMENT RELATED; PROVIDE QUOTES, COMPLETE APPLICATIONS, DELIVER POLICIES; SALE OF LIFE INSURANCE FOR CLIENTS WHO NEED IT; START DATE: 1998-01-31; LOCATION: 1700 WOODLANDS DR MAUMEE OH 43537 UNITED STATES; 0 HOUR/MONTH DURING TRADING HOURS; 1 HOUR/MONTH OUTSIDE OF TRADING HOURS. 9) ONE VOICE FOUNDATION; NOT INVESTMENT RELATED; CHAIRMAN; PROVIDE VISION & DIRECTION, OVERSEE STAFF, AND MANAGE FINANCES; THE ONE VOICE FOUNDATION FACILITATES GENEROSITY AND STEWARDSHIP WITHIN THE GREATER TOLEDO CHRISTIAN COMMUNITY.; START DATE: 2018-09-30; LOCATION: 1700 WOODLANDS DR MAUMEE OH 43537 UNITED STATES; 4 HOUR/MONTH DURING TRADING HOURS; 2 HOUR/MONTH OUTSIDE OF TRADING HOURS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-09-18
  • S63 Uniform Securities Agent State Law Examination
    1998-09-18
Designations

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