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2273 Research Blvd Suite 101, Rockville, MD 20850-3264 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-10-23 |
| TN | RA | APPROVED | 2012-10-22 |
Branch Locations
2273 Research Blvd Suite 101, Rockville, MD 20850-3264 • United States
Nolensville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yurich Financial Group | Parma Heights | OH | 01/1991 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2012 | Present |
| Research Financial Strategies | Nolensville | TN | 10/2012 | Present |
| Reutemann Financial Solutions, Inc. | Rockville | MD | 10/2012 | Present |
1) YURICH FINANCIAL GROUP; 50% OWNER; NOT INVESTMENT RELATED; CPA, TAX PREPARATION, ESTATE PLANNING; AT REGISTERED LOCATION; SEASONAL (FEB - APRIL 15) 2) REUTEMAN FINANCIAL SOLUTIONS DBA RESEARCH FINANCIAL STRATEGIES; INVESTMENT RELATED; AT REGISTERED LOCATION; RIA; IAR; START DATE 10/2012; 160 HRS/MONTH. 3) YURICH ASSOCIATES AGENCY; INVESTMENT RELATED; AT REGISTERED LOCATION; INSURANCE AGENCY; AGENT; START DATE 5/2002; 3-4 HRS/MONTH. 4) KRAMO FAMILY TRUST. INVESTMENT RELATED. AT REGISTERED LOCATION. TRUST AND ESTATE. CO-TRUSTEE/POA/CPA. START DATE 12/10/2019. 30 HOURS PER MONTH/1-2 DURING TRADING. TAX PREPARATION, FIDICUIARY RESPONSIBILITIES, PAYING BILLS, DEPOSITS, MANAGING INVESTMENT ACCOUNT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-06 |
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