Anthony R. Ruiz
Professional summary
Anthony Ray Ruiz, CFP®, CPWA®, who also goes by Anthony Ray Ruiz, Anthony Ruiz, Tony Ruiz, was a registered financial advisor .
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Anthony had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2019
Start date: 2022-04-20
Expire date: 2024-03-31
Experience
May 28, 2026 - Present
Office #1: 2718 Centennial Road, Toledo, OH 43617
April 8, 2024 - June 1, 2026
LPL FINANCIAL LLC
April 8, 2024 - June 1, 2026
LPL FINANCIAL LLC
June 29, 2020 - April 9, 2024
EDWARD JONES
June 29, 2020 - April 9, 2024
EDWARD JONES
March 13, 2017 - June 29, 2020
THE HUNTINGTON INVESTMENT COMPANY
April 23, 2015 - June 29, 2020
THE HUNTINGTON INVESTMENT COMPANY
August 11, 2014 - April 1, 2015
FIFTH THIRD SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/28/2026)
Exams
Current firm
No current employment
Red Flags
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