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Amanda Elizabeth Lisachenko

Reed Financial Services, Inc.

Cleveland, OH

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Current Employers
Reed Financial Services, Inc.

5885 Landerbrook Drive Suite 110, Cleveland, OH 44124 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-08-09
OH RA APPROVED 2015-05-29
  • TX RA
    APPROVED
    Since 2022-08-09
  • OH RA
    APPROVED
    Since 2015-05-29

Branch Locations

5885 Landerbrook Drive Suite 110, Cleveland, OH 44124 • 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
James Reed Financial Services, Inc. Dba Reed Financial Services Mayfield Heights OH 08/1998 Present
Apw Capital, Inc. Rockaway NJ 04/2011 Present
  • 08/1998 → Present
    James Reed Financial Services, Inc. Dba Reed Financial Services
    Mayfield Heights, OH
  • 04/2011 → Present
    Apw Capital, Inc.
    Rockaway, NJ
Other Businesses

(1) James Reed Financial Services, Inc.; Investment related; Cleveland, OH; Nature of Business: SEC registered investment advisor, wealth management and financial planning; Start date: 8/1998; title: President/CCO/IAR; Duties: run the day-to-day operations of the company; Time spent: approximately 160-200 Hours/Month; approximately 90% of hours during trading hours. (2) APW Capital, Inc.; Investment related; Rockaway, NJ; nature of Business: Broker Dealer firm; Start date: 04/2011; Registered Representative; Less than 10% of professional time spent per month during trading hours; client service. (3) St. Mary's of the Assumption; non-investment related; Mentor, Ohio, Service: finance committee, Title/Position: committee member, Start date: 06/01/2016; Approximate number of hours/month devoted:4-5 hours/ year, Describe your duties: reviewing financials. (4) James Reed Financial Services, Inc., Investment related:Yes, 5885 Landerbrook Dr, Ste 110, Cleveland, OH, 44124, Life and long-term care insurance and annuities, President/CCO/IAR, 08/01/1998, 10, Independent Licensed Insurance Agent

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-01-18
  • S63 Uniform Securities Agent State Law Examination
    2017-01-18
Designations
Other Names
  • Amanda Elizabeth Mcfarlane
  • Amanda Elizabeth Mcfarlane

View on SEC IAPD

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