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5010 Mayfield Road Suite 201, Lyndhurst, OH 44124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-20 |
Branch Locations
5010 Mayfield Road Suite 201, Lyndhurst, OH 44124 • United States
3 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 |
|---|---|---|---|---|
| Gary E. Friedman | Beachwood | OH | 07/2000 | Present |
| Bison Wealth Management, Llc | Lyndhurst | OH | 03/2026 | Present |
| Summit Capital, Inc. | Pepper Pike | OH | 06/2008 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-06 |
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