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29525 Chagrin Blvd. Suite 300, Pepper Pike, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-09-03 |
Branch Locations
29525 Chagrin Blvd. Suite 300, Pepper Pike, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Laurel Tree Advisors, Llc | Cleveland | OH | 08/2013 | Present |
| Endeavor Wealth Advisors, Llc | Pepper Pike | OH | 05/2019 | Present |
1.Other Business Name: Validation Training Institute, Inc. 2.Investment Related? No 3.Address of Other Business: PO Box 81, Pleasant Hill, OR 97455 4.Nature of Other Business: A 501(c)3 public charity founded to help caregivers better communicate with older adults with memory loss. 5.Position/Title/Relationship with Other Business: Board Member 6.Start Date: 01/2020 7.Hours Per Month: 1 8.Market Hours Per Month: 0-1 (10 Hours per year) 9.Duties Related to Other Business: General Board Duties, Manage Endowment Fund Pro Bono. Will Receive NO Compensation.
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