Best Investors Account Sign in
Current Employers
Independence Wealth Advisors, Llc

6100 Oak Tree Blvd South Suite 130, Independence, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-05-29
  • OH RA
    APPROVED
    Since 2026-05-29

Branch Locations

6100 Oak Tree Blvd South Suite 130, Independence, OH 44131 • 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
Student Wellsville NY 05/2016 06/2019
Independence Wealth Advisors, Llc Independence OH 05/2026 Present
New York Life Insurance Company Norfolk VA 10/2023 05/2026
Fit Technologies Cleveland OH 06/2022 09/2023
Mercyhurst University Erie PA 08/2019 05/2023
Wellsville Secondary School Wellsville NY 09/2015 07/2019
Nylife Securities Llc Norfolk VA 01/2024 05/2026
  • 05/2016 → 06/2019
    Student
    Wellsville, NY
  • 05/2026 → Present
    Independence, OH
  • 10/2023 → 05/2026
    New York Life Insurance Company
    Norfolk, VA
  • 06/2022 → 09/2023
    Fit Technologies
    Cleveland, OH
  • 08/2019 → 05/2023
    Mercyhurst University
    Erie, PA
  • 09/2015 → 07/2019
    Wellsville Secondary School
    Wellsville, NY
  • 01/2024 → 05/2026
    Nylife Securities Llc
    Norfolk, VA
Other Businesses

United Brokerage Group, LTD; Agent; Investment Related; 6100 Oak Tree Blvd Ste 130 Independence OH 44131; Description: Insurance agency; 2026-06-08; 15 Hours per month devoted to business during trading hours; 0 Hours per month devoted to business outside trading hours; 3 Percent of total yearly compensation expected to be derived from the business; Contact person: Christopher Kichurchak.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-04-09
  • S63 Uniform Securities Agent State Law Examination
    2024-04-09
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Independence, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor