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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-26 |
Branch Locations
1115 Tower East 20600 Chagrin Boulevard, Shaker Heights, OH 44122 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-26 |
Branch Locations
20600 Chagrin Blvd. Suite 1115, Shaker Heights, OH 44122 • United States
20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-06-11 |
Branch Locations
20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122 • United States
Brecksville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Advisors Ltd. | Shaker Heights | OH | 11/2002 | Present |
| Capital Analysts Incorporated | Cincinnati | OH | 03/2008 | Present |
| Lincoln Investment | Shaker Heights | OH | 06/2012 | Present |
CAPITAL ADVISORS LTD., LLC POSITION: CHIEF INVESTMENT STRATEGIST NATURE: FINANCIAL PLANNING INVESTMENT RELATED: YES NUMBER OF HOURS: 175 INVESTMENT RELATED HOURS: 141 START DATE: 11/11/2002 ADDRESS: 20060 CHAGRIN BLVD., 1115 TOWER EAST, SHAKER HEIGHTS OH 44122 DESCRIPTION: SUPPORT PARTNERS OF THE FIRM IN FINANCIAL PLANNING ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-22 |
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