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5875 Landerbrook Drive Suite 240, Mayfield Heights, OH 44124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-24 |
| TX | RA | APPROVED_RES | 2021-05-06 |
| FL | RA | APPROVED | 2018-07-17 |
| OH | RA | APPROVED | 2018-07-05 |
Branch Locations
5875 Landerbrook Drive Suite 240, Mayfield Heights, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cm Wealth Advisors, Inc | Pepper Pike | OH | 09/2015 | 01/2018 |
| St. Clair Advisors Llc | Mayfield Heights | OH | 02/2018 | Present |
1) GILMOUR ACADEMY CHAIRMAN OF THE BOARD OF TRUSTEES AND INVESTMENT COMMITTEE CHAIR 2) M&T TRUST (PRIVATE NON-OPERATING CHARITABLE FAMILY FOUNDATION; ACT AS TRUSTEE, MEMBER, VICE CHAIR AND VICE PRESIDENT 3) ACCORD DU LAC PARTNERSHIP GENERAL PARTNER; NO INDIVIDUAL AUTHORITY OVER PARTNERSHIP ASSETS, ACCOUNTS OR MATTERS 4) ESTATE PLANNING ATTORNEY 5) BROTHERS OF HOLY CROSS, MIDWEST PROVINCE LIFE DEVELOPMENT TRUST INVESTMENT COMMITTEE MEMBER 6) SISTERS OF NOTRE DAME INTERNATIONAL INVESTMENT COMMITTEE MEMBER 7) SAINT NOEL CATHOLIC CHURCH FINANCE COMMITTEE MEMBER
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-02-25 |
| S65 | Uniform Investment Adviser Law Examination | 2001-09-04 |
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