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25825 Science Park Drive Suite 110, Cleveland, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2015-04-17 |
Branch Locations
25825 Science Park Drive Suite 110, Cleveland, OH 44122 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-06-05 |
Branch Locations
25825 Science Park Drive, Ste 110, Cleveland, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Analysts Incorporated | Cincinnati | OH | 06/2012 | Present |
| Lincoln Investment Planning Inc. | Cleveland | OH | 06/2012 | Present |
| Beacon Financial Advisory Llc | Cleveland | OH | 03/2015 | Present |
| Beacon Financial Partners | Cleveland | OH | 03/2007 | Present |
Beacon Financial Advisory LLC Position: Chief Operations Officer - W2 employee. Managerial and Supervisory Duties, IAR Nature: Financial Planning, IRIA Investment Related: Yes Hours: 174 Securities Trading Hours: 174 Start Date: 3/20/2026 Address: 25825 Science Park Drive Suite 110 Beachwood, OH 44122 Description: Various Administrative and Management Duties BEACON FINANCIAL PARTNERS POSITION: Chief Operations Officer - W2 employee. Managerial and Supervisory Duties NATURE: Financial Planning INVESTMENT RELATED: No NUMBER OF HOURS: 174 SECURITIES TRADING HOURS: 174 START DATE: 05/01/2007 ADDRESS: 25825 Science Park Drive, Suite 110, Beachwood OH 44122, United States DESCRIPTION: Various Administrative and Management Duties Jeremy Cares Inc. Position: President, co-founder Nature: Non-profit 501(c)(3) organization Investment Related: No Hours: 20 Securities Trading Hours: 0 Start Date: 1/1/2009 Address: PO Box 84, Avon Lake, OH 44012 Description: This is an organization with a mission of enriching the lives of children and their families while going through a life-threatening pediatric illness. As President, my duties include administration, finances, solicitation/fundraising and marketing. I receive no compensation for this role.
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