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2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-21 |
| TX | RA | APPROVED | 2024-06-20 |
Branch Locations
5885 Landerbrook Dr., Suite 200, Cleveland, OH 44124 • United States
2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cedar Brook Financial Partners, Llc/Dba Cedar Brook Group | Cleveland | OH | 02/2018 | 06/2024 |
| Cadaret, Grant & Co., Inc. | Cleveland | OH | 04/2021 | 06/2024 |
| Cadaret Grant & Co., Inc. | Strongsville | OH | 04/2021 | 09/2022 |
| Ses Llc | Los Angeles | CA | 06/2024 | Present |
| Seia Llc | Los Angeles | CA | 06/2024 | Present |
| Securities America Advisors Inc. | Mayfield Heights | OH | 07/2005 | 04/2021 |
| Securities America, Inc. | Mayfield Heights | OH | 06/2005 | 04/2021 |
1)INSURANCE LICENSE - PRODUCER: Insurance License Holder NATURE: Insurance sales & service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 6-14-2024 ADDRESS: 5885 Landerbrook Dr., Suite 200, Cleveland OH, 44124, United States DESCRIPTION: Insurance sales and service consistent with financial planning. 2)SEIA LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/14/2024 ADDRESS: 5885 Landerbrook Dr., Suite 200, Cleveland OH, 44124, United States DESCRIPTION: RIA sales & service
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-11-03 |
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