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Current Employers
Capital Advisors, Ltd., Llc

20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2010-06-17
  • OH RA
    APPROVED
    Since 2010-06-17

Branch Locations

20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122 • United States

Stow, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Analysts Inc Radnor PA 03/2004 Present
Capital Advisors Ltd Shaker Heights OH 07/2002 Present
Lincoln Investment Shaker Heights OH 06/2012 Present
  • 03/2004 → Present
    Capital Analysts Inc
    Radnor, PA
  • 07/2002 → Present
    Capital Advisors Ltd
    Shaker Heights, OH
  • 06/2012 → Present
    Lincoln Investment
    Shaker Heights, OH
Other Businesses

CAPITAL ADVISORS, LTD. LLC POSITION: Financial Analyst and Director of Compliance NATURE: Financial planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/02/2003 ADDRESS: 20600 Chagrin Blvd., 1115 Tower East, Shaker Heights OH 44122, United States DESCRIPTION: Financial planning and administrative duties as well as compliance related duties

Designations
Other Names
  • Melissa Sue Moore

View on SEC IAPD

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