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1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-10 |
Branch Locations
1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • USA
Shaker Heights, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joan C Edwards Charitable Foudnation | Cleveland | OH | 08/2008 | Present |
| Mcdonald Partners Llc | Cleveland | OH | 10/2009 | 10/2021 |
| Mcdonald Partners Llc | Cleveland | OH | 12/2022 | Present |
Joan C Edwards Charitable Foundation - Executive Director, 5-10 hours per week, not investment-related; Cleveland School of Science & Medicine - Chairperson of the Board of Trustees, 2-4 hours per week, not investment-related; Heights Audio LLC - sole member, 4 hours per week, not investment related, nominal income via recording fees and ticket sales; Heights BBQ Association LLC - sole member, LLC created to facilitate community rib cookoff, 4 hours per week, not investment-related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-10 |
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