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Anthony Messina

Parkmont Wealth Advisors LLC

Fremont, OH

CRD 7883249

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Employer firm

Parkmont Wealth Advisors LLC CRD 291778

$42.9M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Parkmont Wealth Advisors Llc

900 Croghan Street, Fremont, OH 43420 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-04-08
  • OH RA
    APPROVED
    Since 2024-04-08

Branch Locations

900 Croghan Street, Fremont, OH 43420 • 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
Allstate Risk Management Business Center Hudson OH 04/2015 09/2017
Sandusky County Djfs Fremont OH 02/2018 Present
Stay At Home Dad Fremont OH 09/2017 02/2018
  • 04/2015 → 09/2017
    Allstate Risk Management Business Center
    Hudson, OH
  • 02/2018 → Present
    Sandusky County Djfs
    Fremont, OH
  • 09/2017 → 02/2018
    Stay At Home Dad
    Fremont, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-03
  • S65 Uniform Investment Adviser Law Examination
    2024-04-03

View on SEC IAPD

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