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5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-07-05 |
Branch Locations
5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saga Partners, Llc | Independence | OH | 01/2011 | 04/2023 |
| M&P Bargain Books | Willoughby | OH | 05/2007 | Present |
| Nowacki Capital Management Llc | Pepper Pike | OH | 02/2014 | Present |
| Strategic Wealth Partners Ltd | Independence | OH | 04/2023 | Present |
M&P BARGAIN BOOKS, NOT INVESTMENT RELATED, WILLOUGHBY, OH, BOOKSTORE, OWNER, 05/2007, 15, 0, OWNER/BUSINESS MANAGER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-08 |
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