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Current Employers
Clearstead; Clearstead Advisory Solutions

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-01-19
  • OH RA
    APPROVED
    Since 2022-01-19

Branch Locations

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 05/2002 Present
Eileen M. Burkhart & Co., Llc Cleveland Heights OH 02/2005 Present
Previous Registrations
  • 2002-06-04 → 2021-10-12
    Cleveland Heights, OH
  • 2005-03-02 → 2009-07-16
    Eileen M. Burkhart & Co., Llc
    Cleveland Heights, OH
Other Businesses

1. SELLING FIXED INSURANCE UNDER EILEEN M. BURKHART; INVESTMENT RELATED. 2. EILEEN M. BURKHART & COMPANY, LLC, PRESIDENT AND OWNER OF PRIVATE ENTITY; 3. BURKHART DEMING HOUSE LLC, OWNER OF PRIVATE ENTITY CREATED AS REAL ESTATE HOLDING COMPANY FOR BUILDING WHERE BRANCH IS LCOATED, CONDUCTED AT BRANCH, NOT INVESTMENT RELATED. 4. EXECUTOR AND POWER OF ATTORNEY FOR PERSONAL FRIEND WHO IS NOT CLIENT, NOT CONDUCTED AT BRANCH, NOT INVESTMENT RELATED. 5. TRUSTEE OF COMPANY RETIREMENT PLAN, EILEEN M. BURKHART & COMPANY, LLC 401(K) PROFIT SHARING PLAN; INVESTMENT RELATED;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-12-18
  • S63 Uniform Securities Agent State Law Examination
    1992-12-18
Designations

View on SEC IAPD

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