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1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-25 |
Branch Locations
1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • USA
1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States
1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Cleveland | OH | 07/2016 | 10/2019 |
| Jpmorgan Securities Llc | Cleveland | OH | 07/2016 | 10/2019 |
| Mcdonald Partners, Llc | Cleveland | OH | 12/2024 | Present |
| Gradient A Human Think Tank | Cleveland | OH | 05/2022 | 01/2024 |
| Merrill Private Wealth Management | Pittsburgh | PA | 03/2021 | 03/2022 |
| Unemployed | Cleveland | OH | 11/2019 | 02/2021 |
| Frutig Consulting, Llc | Cleveland | OH | 12/2019 | Present |
Heather Frutig Financial Coaching; Investment Related: Yes; Address: 12619 Mt. Overlook Ave | Cleveland, OH 44120; Financial Coaching; Owner and Financial Coach; Start Date: 12/ 2019; Hours devoted per month: 2; Hours devoted during open financial markets: 0; Duties include coaching about and support with budgeting, debt management and general financial planning. Spencer Frutig Properties LTD; Investment Related: No; Address: 12619 Mt. Overlook Ave | Cleveland, OH 44120; Rental Properties; Co-owner; Start Date: 12 / 2019; Hours devoted per month: 5; Hours devoted during open financial markets: 0; Duties include administration and maintenance of rental properties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-08-31 |
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