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8162 Columbia Road, Olmsted Falls, OH 44138-2043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 1999-11-29 |
Branch Locations
8162 Columbia Road, Olmsted Falls, OH 44138-2043 • United States
4 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 |
|---|---|---|---|---|
| Financial Guidance Tax Advisers Llc | Olmsted Falls | OH | 11/1994 | Present |
| Olmsted Developent Group, Llc | Olmsted Falls | OH | 03/2005 | Present |
| Financial Guidance Investment Advisers, Inc. | Olmsted Falls | OH | 11/1999 | Present |
| Financial Guidance Insurance Advisers Llc | Olmsted Falls | OH | 08/2015 | Present |
Financial Guidance Insurance Advisers LLC; INVESTMENT RELATED; OLMSTED FALLS, OHIO; INSURANCE PRODUCTS SALES AND SERVICES; Member/INSURANCE AGENT; August 2015. FINANCIAL GUIDANCE TAX ADVISERS; NON-INVESTMENT RELATED; OLMSTED FALLS, OHIO; ACCOUNTING SERVICES; OWNER/ACCOUNTANT; NOVEMBER 1994
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-30 |
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