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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-29 |
| MA | RA | APPROVED | 2022-10-25 |
| RI | RA | APPROVED | 2022-08-03 |
Branch Locations
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
1130 Ten Rod Rd., Bld F#102, North Kingstown, RI 02852 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| College Advisors Group Llc | Warwick | RI | 08/2001 | 06/2023 |
| Lifetime Advisors Group, Llc (D.b.a. For Advisory Business) | Warwick | RI | 07/2009 | Present |
| Lifetime Money Management Llc | Warwick | RI | 05/2015 | 07/2017 |
| Equity Services, Inc. | Montpelier | VT | 08/2017 | 08/2022 |
| C2P Capital Advisory Group D.b.a. Prosperity Capital Advisors | West Lake | OH | 08/2022 | Present |
1) Ms. Jendzejec is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Ms. Jendzejec spends approx. 10 hrs/week during trading hours on this activity. 2) Ms. Jendzejec is the owner of Lifetime Insurance Group, LLC d.b.a. Lifetime Advisors Group which is the operating entity for Ms. Jendzejec's advisory and insurance business. Ms. Jendzejec spends approximately forty hours per week during trading hours working under this entity. 3) Ms. Jendzejec is the President of JBL Enterprises LLC which is a property management company. Roughly five hours per week is spent on this activity typically outside of trading hours. This is not an investment related activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-06 |
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