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Current Employers
Beacon Financial Advisory Llc

25825 Science Park Drive Suite 110, Cleveland, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2015-04-17
  • OH RA
    APPROVED
    Since 2015-04-17

Branch Locations

25825 Science Park Drive Suite 110, Cleveland, OH 44122 • United States

Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2012-06-05
  • OH RA
    APPROVED
    Since 2012-06-05

Branch Locations

25825 Science Park Drive, Ste 110, Cleveland, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2012 → Present
    Capital Analysts Incorporated
    Cincinnati, OH
  • 06/2012 → Present
    Lincoln Investment Planning Inc.
    Cleveland, OH
  • 03/2015 → Present
    Cleveland, OH
  • 03/2007 → Present
    Beacon Financial Partners
    Cleveland, OH
Previous Registrations
  • 2010-04-26 → 2012-06-01
    Cincinnati Analysts, Inc.
    Cleveland, OH
  • 2007-05-03 → 2010-05-21
    Beachwood, OH
  • 2004-05-10 → 2007-04-17
    Osaic Fa, Inc.
    Cleveland, OH
    Orange Village, OH
Other Businesses

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.

Other Names
  • Deborah Lynn Vasiloff

View on SEC IAPD

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