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50 South Main Street Suite 1210, Akron, OH 44308-1831 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2019-04-18 |
| OH | RA | APPROVED | 2019-02-08 |
Branch Locations
50 South Main Street Suite 1210, Akron, OH 44308-1831 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prospera Financial | Dallas | TX | 12/2006 | 01/2019 |
| American Heritage Securities Inc | Akron | OH | 01/2019 | Present |
| Egi Financial Inc | Akron | OH | 01/2019 | Present |
Sara is Trustee for the Kurger Trust spending up to 5 hours during market hours. Compensation will be anywhere form 1 to 2-0% of annual income.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-08 |
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