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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-08-15 |
Branch Locations
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C2P Capital Advisory Group Dba Prosperity Capital Advisors | Westlake | OH | 07/2023 | Present |
| Jl Smith Holistic Wealth Management (Dba For Advisory Business) | Avon | OH | 01/2021 | Present |
| Jl Smith Group | Avon | OH | 05/2020 | 12/2021 |
| Ohio State University | Columbus | OH | 08/2016 | 04/2020 |
(1) Fixed Insurance: Sarah Warnkin is a licensed insurance agent conducting business from her registered location. In this capacity, she may offer fixed insurance products including but not limited to life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, she may receive other compensation such as fixed life trails. Sarah Warnkin spends approx. 10 hrs/week during trading hours on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-28 |
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