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Current Employers
Gjw Investment Adviser Llc

3265 Hardwood Hollow Road, Medina, OH 44256 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2005-08-24
  • OH RA
    APPROVED
    Since 2005-08-24

Branch Locations

Medina, OH • United States

3265 Hardwood Hollow Road, Medina, OH 44256 • 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
Gregory J. Weisheit Cpa Inc Medina OH 10/1980 Present
Beaconsfield Financial Services Inc. Canonsburg PA 01/2011 Present
Gjw Investment Adviser Llc Medina OH 02/2005 Present
Lisamarie Payroll Medina OH 06/2018 Present
  • 10/1980 → Present
    Gregory J. Weisheit Cpa Inc
    Medina, OH
  • 01/2011 → Present
    Beaconsfield Financial Services Inc.
    Canonsburg, PA
  • 02/2005 → Present
    Medina, OH
  • 06/2018 → Present
    Lisamarie Payroll
    Medina, OH
Previous Registrations
  • 2004-12-17 → 2005-12-31
    1St Global Advisors Inc
    Medina, OH
  • 2003-12-02 → 2004-12-17
    Mony Securities Corporation
    New York, NY
  • 2003-07-31 → 2003-12-02
    Trusted Securities Advisors Corp.
    Medina, OH
Other Businesses

GJW INVESTMENT ADVICE, LLC., MEDINA, OH., INVESTMENT RELATED, REGISTERED INVESTMENT ADVISER, 100% OWNER, INCORPORATED 2/24/05, REGISTERED WITH OHIO 8/24/05, 100-140 HRS/MONTH, 4-6 HOURS DURING TRADING, RIA.GREGORY J. WEISHEIT CPA, NOT INVESTMENT RELATED, 3265 HARDWOOD HOLLOW RD. MEDINA OH 44256,ACCOUNTING, OWNER, 10/15/1980 120HRS/MONTH 6DURING TRADING, CPA LISAMARIE PAYROLL, NOT INVESTMENT RELATED, 3265 HARDWOOD HOLLOW RD. MEDINA OH 44256, PAYROLL SERVICES, PART OWNER, 0HRS/MONTH 0HRS DURING TRADING NO DUTIES PART TIME OWNER ONLY.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-01-18
S65 Uniform Investment Adviser Law Examination 2001-08-06
  • S63 Uniform Securities Agent State Law Examination
    2002-01-18
  • S65 Uniform Investment Adviser Law Examination
    2001-08-06
Designations

View on SEC IAPD

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