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1764 Georgetown Road, Hudson, OH 44236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hudson | OH | 01/2015 | 11/2016 |
| Cortland Private Wealth Management | Cortland | OH | 01/2016 | 05/2018 |
| Ellsworth Advisors, Llc | Hudson | OH | 05/2018 | Present |
| Kaulig Companies Ltd. | Hudson | OH | 10/2016 | Present |
| Stratos Wealth Partners | Hudson | OH | 10/2015 | 05/2018 |
| Ellsworth Private Wealth Management | Hudson | OH | 01/2015 | 10/2016 |
Timothy Banks Clepper is President of Kaulig Companies Ltd., a single member family office. Rock & Roll Hall of Fame; investment related: No; Location of the business: 1100 Rock and Roll Boulevard, Cleveland, Ohio 44114; Description of the business: The Rock Hall is a nonprofit charitable organization with a mission to engage, teach and inspire through the power of rock & roll.; Position Title: Board Member; Responsibilities Duties: Attend meetings; Start date with business: 2019-10-12; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. Timothy Banks Clepper is a Board member of Akron Children's Hospital.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-26 |
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