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Current Employers
Research Financial Strategies

2273 Research Blvd Suite 101, Rockville, MD 20850-3264 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2012-10-23
TN RA APPROVED 2012-10-22
  • OH RA
    APPROVED
    Since 2012-10-23
  • TN RA
    APPROVED
    Since 2012-10-22

Branch Locations

2273 Research Blvd Suite 101, Rockville, MD 20850-3264 • United States

Nolensville, TN • 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
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
  • 01/1991 → Present
    Yurich Financial Group
    Parma Heights, OH
  • 10/2012 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 10/2012 → Present
    Nolensville, TN
  • 10/2012 → Present
    Reutemann Financial Solutions, Inc.
    Rockville, MD
Previous Registrations
  • 2011-05-26 → 2012-10-01
    Artemis Wealth Advisors Llc
    Cleveland, OH
  • 2006-01-27 → 2007-11-13
    Mantis Equity Management System
    Parma Hts, OH
    Parma Hts, OH
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-08
S63 Uniform Securities Agent State Law Examination 1989-12-06
  • S65 Uniform Investment Adviser Law Examination
    2010-10-08
  • S63 Uniform Securities Agent State Law Examination
    1989-12-06
Other Names
  • Rick Scott

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