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5010 Mayfield Road Suite 201, Lyndhurst, OH 44124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-03 |
| OH | RA | APPROVED | 2026-03-20 |
Branch Locations
5010 Mayfield Road Suite 201, Lyndhurst, OH 44124 • United States
Lancaster, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Capital Inc | Beachwood | OH | 01/2014 | Present |
| Bison Wealth Management, Llc | Lyndhurst | OH | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-08-10 |
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