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50 South Main Street Suite 1210, Akron, OH 44308-1831 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-03-01 |
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 |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Pepper Pike | OH | 01/2009 | 02/2021 |
| American Heritage Securities | Akron | OH | 02/2021 | Present |
1.CO-OWNER--MOUNTAIN CREEK TREE FARM. 2. Charles R Elmer Scholarship Foundation; 500 Woodward Ave 21st Flr Detroit MI 48226-3416; High School Scholarships; Chairman of the Board; Reviews Scholarships; affiliation started 05/01/1989; 50 hours per year; during securities trading hours; not investment-related. 3. Reeves FLP; 7200 Williams Road Concord OH 44077; Christmas Tree Farm; check disbursement and credit card; Limited partner; manual labor; affiliation started 01/01/1979; 500 hours per year; not during securities trading hours; not investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-07 |
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