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Egi Financial, Inc. CRD 120607
$349M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
50 South Main Street Suite 1210, Akron, OH 44308-1831 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2003-01-30 |
Branch Locations
50 South Main Street Suite 1210, Akron, OH 44308-1831 • United States
655 W Market Street, Akron, OH 44303 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Heritage Securities | Akron | OH | 08/2002 | Present |
| Prescott Bros. Haircutting | Hudson | OH | 04/1991 | Present |
I WILL CONTINUE WORKING ON SATURDAYS AS A BARBER-HAIRSTYLIST AT PRESCOTT BROS., OUR FAMILY BARBERSHOP IN HUDSON, OHIO. I WILL PHASE THIS OUT IN THE NEXT YEAR. I HAVE DISCUSSED THIS WITH MY MANAGER AND COMPLETED AN OUTSIDE BUSINESS QUESTIONAIRE. THIS ACTIVITY WILL NORMALLY NOT TAKE PLACE DURING MARKET HOURS. IT WILL INVOLVE ABOUT 8 HOURS A WEEK ON SATURDAYS. I HAVE BEEN EMPLOYED THERE 9 YEARS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-10 |
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