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251 W. Garfield Rd. Suite 155, Aurora, OH 44202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-13 |
Branch Locations
251 W. Garfield Rd. Suite 155, Aurora, OH 44202 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-04-05 |
Branch Locations
5000 Gateway Dr. Suite 105, Medina, OH 44256 • United States
251 W. Garfield Rd Ste 155, Aurora, OH 44202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W H Colson Securities Inc | Greenville | NC | 04/2010 | 12/2017 |
| W H Colson Insurance Agency | Greenville | NC | 04/2010 | 12/2017 |
| Zidd Agency | Medina | OH | 01/1991 | Present |
| The Tavenner Company | Springfield | OH | 01/2018 | 04/2023 |
| Tavco Financial Advisory, Inc. | Springfield | OH | 01/2018 | 04/2023 |
| Commonwealth Financial Network | Waltham | MA | 04/2023 | Present |
| Emvision Capital Advisors | Medino | OH | 04/2023 | Present |
1. Fixed insurance sales; as of 06/01/1986; 20% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Zidd Financial Services, LLC a private entity established to facilitate securities, advisory, and insurance business; as of 07/18/2022; 95% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-21 |
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