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Kara Lynn Downing

Endeavor Wealth Advisors, LLC

Pepper Pike, OH

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Current Employers
Endeavor Wealth Advisors, Llc

29525 Chagrin Blvd. Suite 300, Pepper Pike, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-09-03
  • OH RA
    APPROVED
    Since 2019-09-03

Branch Locations

29525 Chagrin Blvd. Suite 300, Pepper Pike, OH 44122 • 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
Younity Wealth Partners, Llc Cleveland OH 01/2016 Present
Endeavor Wealth Advisors, Llc Pepper Pike OH 05/2019 Present
Previous Registrations
  • 2016-03-03 → 2019-12-31
    Younity Wealth Partners, Llc
    Pepper Pike, OH
  • 2007-04-09 → 2016-01-28
    Spero-Smith Investment Advisers, Inc.
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-15
  • S65 Uniform Investment Adviser Law Examination
    2006-12-15
Designations
Other Names
  • Kara Lynn Agnello

View on SEC IAPD

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Other Offices

NIRVANA ANALYTICS, LLC · PEPPER PIKE, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PEPPER PIKE, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH
WELLS FARGO CLEARING SERVICES, LLC · PEPPER PIKE, OH
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CLEVELAND, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH
ELIZABETH PARK CAPITAL MANAGEMENT, LTD · PEPPER PIKE, OH
VIRTERA PARTNERS LLC · PEPPER PIKE, OH

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