Edward Gerard Siddell

Current Employers

Egsi Investment Management

5100 Parkcenter Ave Suite 120, Dublin, OH 43017 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2014-07-11

OH RA
APPROVED

Since 2014-07-11

Branch Locations

5100 Parkcenter Ave Suite 120, Dublin, OH 43017 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Egsi	Dublin	OH	08/2002	Present
Prosperity Capital Advisors	Westlake	OH	09/2011	Present

08/2002 → Present

Egsi

Dublin, OH
09/2011 → Present

Prosperity Capital Advisors

Westlake, OH

Previous Registrations

2011-11-17 → 2015-07-10

Prosperity Capital Advisors

Dublin, OH

Westlake, OH
2010-11-10 → 2011-06-30

Eastwind Capital Wealth Management

Westerville, OH
2009-10-29 → 2011-06-16

American Investment Services

Dublin, OH
2005-01-07 → 2010-10-19

Greenbook Investment Management, Inc.

Dublin, OH
2004-08-27 → 2004-12-31

Xelan Financial Planning, Inc.

Columbus, OH
2003-04-07 → 2004-07-20

Xelan Financial Planning, Inc.

Columbus, OH

Other Businesses

DBA: EDWARD G. SIDDELL, (EGSI FINANCIAL SERVICES, INC.) MGT COMPANY, CEO, DEVELOPS BUSINESS, INSURANCE.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-04-03

S65 Uniform Investment Adviser Law Examination

2003-04-03

View on SEC IAPD

Current Employers

Egsi Investment Management

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

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