Ryan Dorff

Current Employers

Employment History

• 02/2012 → 10/2023
  Infinity Family Services, Llc
  Bay Village, OH
• 10/2023 → Present
  Ubs Financial Services Inc
  Rocky River, OH

Previous Registrations

• 2009-06-01 → 2012-02-27
  Morgan Stanley
  Purchase, NY
  Chicago, IL
• 2004-08-16 → 2009-06-01
  Citigroup Global Markets Inc.
  Chicago, IL
  New York, NY
  Columbus, OH
  Columbus, OH

Other Businesses

1) Name of business: Riptide Water LLC./ Address: 1711 E Cesar Chavez St suite C Austin Texas United States 78702./ Investment Related: No./ Nature: To produce and sell sparkling water to consumers./ Role: Member of Board of directors./ Duty: Overseeing and advising Rambler so that it functions as effectively as possible. As part of the board, we ensure that Rambler operates lawfully and in the interests of the company's shareholders and other stakeholders. Attend quarterly board meetings to discuss ongoing happenings at the company. Approve critical hires and compensations. Approve fund raising terms and structures for the company. Approve additional line extensions and financial investments./ Start Date: 1/9/2023./ Time Required: N/A. 2) Name of Business: Leo Kiely 2012 Gift Trust./ Address; PO Box 40369Bay Village Ohio United States 44140./ Investment Related: Yes./ Nature: The Trust was a gift trust set up in 2012 to remove assets from the Grantor's estate. The grantor passed away in January. Most assets held in the trust have been dispersed to the beneficiaries but there are still 3 direct/private investments that remain in the trust in addition to some cash. The cash will be dispersed before year end. The 3 direct investments are unable to to be liquidated at this time./ Role and Duties: To uphold the terms of the trust and currently to disperse funds to beneficiaries. No additional investments will be made in the trust./ Start Date: 12/1/2012./ Time Required: N/A. 3) Name of Business: Kiely Family Edu Trust II./ Address: PO Box 40369Bay Village Ohio United States 44140./ Investment Related: Yes./ Nature: Provide educational dollars for the benefit of the grantor's grandchildren./ Role and Duties: Abide by the terms of the trust, manage trust assets (held at Morgan Stanley with a different FA), and disperse funds for qualifying educational expenses./ Start Date: 12/28/2012./ Time Required: N/A. 4) Name of Business: Susan Kiely 2012 Gift Trust./ Address: PO Box 40369 Bay Village Ohio United States 44140./ Investment Related: No./ Nature: The Trust was a gift trust set up in 2012 to remove assets from the Grantor's estate. Most assets held in the trust have been dispersed to the beneficiaries but there is still one private investment addition to some cash. The cash will be dispersed before year end. The direct investment is expected to be closed by year-end. I anticipate the trust being closed in Q1 2024./ Role and Duties: To uphold the terms of the trust and currently to disperse funds to beneficiaries. No additional investments will be made in the trust./ Start Date: 12/1/2012./ Time required: N/A. 5) Name of Business: The Kiely Family 2012 Education Trust I./ Address: PO Box 40369 Bay Village Ohio United States 44140./ Investment Related; Yes./ Nature: Provide educational dollars for the benefit of the grantor's grandchildren./ Role and Duties: Abide by the terms of the trust, manage trust assets (held at Morgan Stanley with a different FA), and disperse funds for qualifying educational expenses./ Start Date: 12/28/2012./ Time Required: N/A. 6) Oak Park Management Inc, Business holds a catamaran boat that is leased to a charter company in the BVIs. The boat's lease will cease in 2024 and will be sold, Member of Board of directors, Current role is to provide support to the leasing company (if necessary but it's pretty much hands off at this point), ensure rent check is deposited, provide financials to accountant at tax time and will work with a broker to sell the boat middle of 2024, start date-1/1/2018, Colorado United States-80005.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-29