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Hinckley, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-12-13 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Heritage Securities Inc | Akron | OH | 07/2009 | 11/2019 |
| Summit Wealth Management Llc | Akron | OH | 11/2019 | Present |
| Egi Financial Inc | Akron | OH | 08/2009 | 10/2020 |
| James A Wynne Llc | Hinckley | OH | 10/2022 | Present |
| Weidrick Livesay & Company | Akron | OH | 11/2019 | 04/2022 |
James Anthony Wynne is an investment adviser representative with another investment advisory firm. From time to time, he may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. James A Wynne LLC always acts in the best interest of the client and clients always have the right to decide whether or not to utilize the services of any James A Wynne LLC representative in such individual's outside capacities. James Anthony Wynne provides tax preparation with Hinckley Tax Service. His responsibilities are to provide seasonal tax preparation services. Location of the business: 2330 Pearl Road Medina Oh 44256 USA. Start date with business: 2023-03-01. Hours per month devoted to business during trading hours: 0. Hours per month devoted to business outside trading hours: 50. Percentage of total yearly compensation expected to be derived from the business: 3. James Anthony Wynne is a licensed certified public accountant (CPA) but is not active at this time and will not offer these services to advisory clients. James Anthony Wynne is the Manager of Smoky War Dog LLC. This business is not active and does not require any of his time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-03 |
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