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5885 Landerbrook Drive Suite 110, Cleveland, OH 44124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-09 |
| OH | RA | APPROVED | 2015-05-29 |
Branch Locations
5885 Landerbrook Drive Suite 110, Cleveland, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James Reed Financial Services, Inc. Dba Reed Financial Services | Mayfield Heights | OH | 08/1998 | Present |
| Apw Capital, Inc. | Rockaway | NJ | 04/2011 | Present |
(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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-01-18 |
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