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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-30 |
| OH | RA | APPROVED | 2023-03-29 |
| TX | RA | APPROVED | 2023-03-29 |
Branch Locations
12010 Mayfield Road [Office Of Convenience], Cleveland, OH 44106 • United States
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
33 River Street [Satellite], Chargin Falls, OH 44022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Pepper Pike | OH | 02/2007 | 03/2023 |
| Wells Fargo Advisors Financial Network, Llc | Beachwood | OH | 03/2023 | Present |
JZ WEALTH MANAGEMENT LLC, INV RELATED, CHAGRIN FALLS, OH, 100% OWNERSHIP, START 4/2/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INV RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START 12/1/24, 8 HRS PER MONTH, 8 HRS DURING TRADING, INSURANCE PRACTICE;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-20 |
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