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6060 Parkland Boulevard Suite 200, Cleveland, OH 44124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-05 |
Branch Locations
6060 Parkland Boulevard Suite 200, Cleveland, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Cleveland | OH | 12/2015 | 10/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | 10/2017 |
| Mcdonald Partners Llc | Cleveland | OH | 10/2017 | 09/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pepper Pike | OH | 09/2020 | 12/2023 |
| Bank Of America, N.A. | Pepper Pike | OH | 12/2020 | 12/2023 |
| Inverness Securities, Llc | Cleveland | OH | 12/2023 | Present |
| Ancora Holdings Group | Cleveland | OH | 12/2023 | Present |
| Ancora Advisors | Cleveland | OH | 12/2023 | Present |
| Ancora Family Wealth Advisors | Cleveland | OH | 12/2023 | Present |
| Ancora Retirement Plan Advisors | Cleveland | OH | 12/2023 | Present |
| Ancora Alternatives | Cleveland | OH | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-08 |
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