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20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-06-17 |
Branch Locations
20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122 • United States
Stow, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
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