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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-26 |
Branch Locations
8054 Darrow Road Unit D-1, Twinsburg, OH 44087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio University | Athens | OH | 08/2018 | 05/2023 |
| Nordonia | Macedonia | OH | 08/2012 | 08/2018 |
| Thrivent Investment Management Inc. | Cleveland | OH | 05/2023 | 06/2023 |
| Bringhtline Llc | Cleveland | OH | 05/2022 | 08/2022 |
| Dhl Supply Chain | Hudson | OH | 06/2021 | 07/2021 |
| Pk Financial | Twinsburg | OH | 09/2023 | Present |
| Osaic | Twinsburg | OH | 01/2024 | 08/2025 |
| Osaic Wealth, Inc. | Twinsburg | OH | 08/2025 | Present |
1. PK FINANCIAL GROUP POSITION: Financial Advisor NATURE: PK Financial Group is a DBA for our affiliation with osaic. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 09/01/2023 ADDRESS: 8054 Darrow Road D-1, Twinsburg OH 44087, United States DESCRIPTION: Market, advertise, assist advisors, client retention, build personal network of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-25 |
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