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Joshua David Szafranski

Edgewater Pro Sports Financial

Avon, OH

CRD 7951607

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Employer firm

Edgewater Pro Sports Financial CRD 135316

$225M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Edgewater Pro Sports Financial

36855 American Way, Suite F, Avon, OH 44011 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-21
  • OH RA
    APPROVED
    Since 2025-03-21

Branch Locations

36855 American Way, Suite F, Avon, OH 44011 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aml Rightsource Cleveland OH 12/2022 06/2024
Edgewater Investment Group Avon OH 03/2019 11/2022
Edgewater Pro Sports Financial Avon OH 07/2024 Present
Cleveland State University Cleveland OH 12/2017 05/2021
Ymca Of Greater Cleveland - Lakewood Branch Lakewood OH 12/2015 11/2017
  • 12/2022 → 06/2024
    Aml Rightsource
    Cleveland, OH
  • 03/2019 → 11/2022
    Edgewater Investment Group
    Avon, OH
  • 07/2024 → Present
    Avon, OH
  • 12/2017 → 05/2021
    Cleveland State University
    Cleveland, OH
  • 12/2015 → 11/2017
    Ymca Of Greater Cleveland - Lakewood Branch
    Lakewood, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-31
  • S65 Uniform Investment Adviser Law Examination
    2025-01-31
Other Names
  • Josh David Szafranski

View on SEC IAPD

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