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441 Wolf Ledges Parkway Suite 103, Akron, OH 44311-1077 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-30 |
| OH | RA | APPROVED | 2018-09-06 |
Branch Locations
441 Wolf Ledges Parkway Suite 103, Akron, OH 44311-1077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Millennial Group | Akron | OH | 06/2002 | 06/2017 |
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 08/2018 |
| Presper Financial Architects, Llc | Akron | OH | 03/2017 | Present |
1. Insurance sales agent, investment-related, occasionally provide products requested to fulfill planning strategy, approx 4 hours per month 2. St. Vincent DePaul Parish Foundation - President/Board Member, volunteer ( no compensation), approx 8 hours per month, communicates with Board Members, Admin and outside advisors who manage parish funds 3. Bottle 2 Glass, wholesale wine import/distributor to restaurants and bars, specialty stores, in Ohio. No compensation at this time, 10-15 hours per month, not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-19 |
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