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Molly Bernet Balunek

Endeavor Wealth Advisors, LLC

Pepper Pike, OH

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Current Employers
Endeavor Wealth Advisors, Llc

29525 Chagrin Blvd. Suite 300, Pepper Pike, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-09-03
  • OH RA
    APPROVED
    Since 2019-09-03

Branch Locations

29525 Chagrin Blvd. Suite 300, Pepper Pike, 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
Laurel Tree Advisors, Llc Cleveland OH 08/2013 Present
Endeavor Wealth Advisors, Llc Pepper Pike OH 05/2019 Present
Previous Registrations
  • 2013-09-05 → 2019-12-31
    Laurel Tree Advisors, Llc
    Cleveland, OH
  • 2009-08-10 → 2013-08-02
    Cleveland, OH
  • 2001-01-09 → 2009-07-28
    Spero-Smith Investment Advisers, Inc.
    Beachwood, OH
Other Businesses

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.

Designations
Other Names
  • Mary Ruth Bernet
  • Mary Bernet Sussen
  • Mary Ruth Bernet Sussen

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