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2000 Auburn Drive Suite 415, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-07-14 |
| IL | RA | APPROVED | 2022-06-06 |
| NC | RA | APPROVED | 2022-06-06 |
| MI | RA | APPROVED | 2022-06-03 |
| FL | RA | APPROVED | 2016-04-22 |
| OH | RA | APPROVED | 2015-07-21 |
Branch Locations
2000 Auburn Drive Suite 415, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Beachwood | OH | 06/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Beachwood | OH | 06/2015 | Present |
| North Star Advisory Group, Llc | Beachwood | OH | 06/2015 | Present |
| North Star Advisory Group | Beachwood | OH | 07/2015 | Present |
| Cleveland Fusion | Solon | OH | 07/2015 | Present |
| Erik Keister Legal Services, Llc | Beachwood | OH | 07/2015 | Present |
1. ERIK KEISTER LEGAL SERVICES, LLC, 2000 AUBURN DRIVE, SUITE 415, BEACHWOOD, OH 44122 LAW FIRM - NON INVESTMENT-RELATED OWNER/ATTORNEY START DATE:08/2015 DEVOTES 40 HOURS PER MONTH 40 HOURS DURING SECURITY HOURS 2. CLEVELAND FUSION,8466 HUNTING DRIVE NORTH ROYALTON, OH NON INVESTMENT-RELATED FOOTBALL TEAM, HEAD COACH START DATE JANUARY 2012 20 HOURS PER MONTH NONE DURING SECURITY HOURS 3. NORTH STAR ADVISORY GROUP; BEACHWOOD, OH; NON-VARIABLE INSURANCE; AGENT; INVESTMENT RELATED; 07/2015-PRESENT; 4 HOURS PER MONTH, 4 HOURS DURING TRADING; FIXED ANNUITIES/WRITE POLICIES. 3. CLEVELAND FUSION; SOLON, OH; COACH (PAID); NOT INVESTMENT RELATED; 07/2015-PRESENT; 20 HOURS PER MONTH, 0 HOURS DURING TRADING; HEAD COACH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-01 |
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