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2650 W. Market St. 2Nd Floor, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-03 |
Branch Locations
2650 W. Market St. 2Nd Floor, Akron, OH 44333 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ast Investment Services, Inc. | Shelton | CT | 03/2006 | 11/2020 |
| Prudential Annuities Distributors | Shelton | CT | 08/1986 | 02/2024 |
| Prudential Insurance Company Of America | Shelton | CT | 05/2003 | 03/2024 |
| Unemployed | Naples | FL | 03/2024 | 01/2025 |
| Wise Capital Management | Naples | FL | 01/2025 | 01/2025 |
| Revisor Wealth Management Llc | Naples | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-11 |
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