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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2002-12-10 |
Branch Locations
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
8039 Broadmore Road Ste 12 [Satellite], Mentor, OH 44060 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Mentor | OH | 05/2009 | Present |
DYNAMIC INVESTMENTS GROUP LLC, INV RELATED, MENTOR, OH, 100% OWNERSHIP, START 4/25/2019, 40 HOURS PER MONTH, 40 HOURS DURING TRADING, FINET PRACTICE. DIG ENTERPRISES, LLC INV RELATED, MENTOR, OH, 90% OWNERSHIP, START 10/23/2023, 0 HRS PER MONTH AND DURING TRADING, FOR FINET PRACTICE. LEAGUE ONE VOLLEYBALL, NOT INV RELATED, MENTO, OH, CLUB DIRECTOR, START 10/2/2023, 80 HOURS PER MONTH, ZERO HOURS DURING TRADING, COACHING AND DIRECTING ACTIVIITES OF THE CLUB FOR VOLLEYBALL TEAMS. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-13 |
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