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4995 Bradenton Ave., Suite 210, Dublin, OH 43017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Murray Wells Wendeln & Robinson Cpas Inc | Piqua | OH | 07/1975 | 01/2017 |
| H. Beck, Inc. | Rockville | MD | 03/2003 | 07/2017 |
| Advanced Asset Management Advisors, Inc. | Dublin | OH | 08/2017 | Present |
| Accounting Solutions Llc Dba Murray Wells Wendeln Robinson Accou | Piqua | OH | 02/2017 | Present |
THE RACQUET CLUB POSITION: PARTNER NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: NO HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 12/01/1989 ADDRESS: 326 N. WAYNE ST., P. O. BOX 226, PIQUA OH 45356 DESCRIPTION: MEMBER. WAYNE ST. INVESTMENTS, LLC POSITION: MANAGING MEMBER NATURE: BUSINESS, Real Estate Investment YES HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 07/01/2009 ADDRESS: 326 N. WAYNE ST., P. O. BOX 613, PIQUA OH 45356-0613 DESCRIPTION: PIQUA LOCATION OF CPA FIRM.?,, KEEP BOOKS AND DIRECT REPAIRS. 360 Accounting Solutions LLC DBA Murray Wells Wendeln Robinson Accountants and Advisors Position: General Manager and Employee, No investment, 40 hours per week; 01/2017 to date, address: 326 N Wayne St., PO Box 613, Piqua, Ohio 45356-0613, DESCRIPTION: ACTIVITIES: TAX PREPARATION, TAX PLANNING, ACCOUNTING, AUDITING, BUSINESS AND FINANCIAL CONSULTING.DUTIES: CLIENT SERVICES AND ADMINISTRATIVE DUTIES. MURRAY WELLS WENDELN & ROBINSON CPAS LLC , INC. POSITION: CEO NATURE: Investment Conduit, INVESTMENT RELATED: NO NUMBER OF HOURS: as needed, START DATE: 07/01/1972 to 01/2017 ADDRESS: 326 N. WAYNE ST., P. O. BOX 613, PIQUA OH 45356-0613 DESCRIPTION: ACTIVITIES: Investment Conduit
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-06-15 |
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