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3051 Hollis Drive 3Rd Floor, Springfield, IL 62704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-04 |
| OH | RA | APPROVED | 2016-06-02 |
Branch Locations
3051 Hollis Drive 3Rd Floor, Springfield, IL 62704 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sikich Capital Management Llc | Akron | OH | 06/2016 | 12/2023 |
| Sikich Llp | Akron | OH | 06/2016 | 12/2023 |
| Sikich Capital Management Llc | Richfield | OH | 12/2023 | Present |
| Sikich Llp | Richfield | OH | 01/2024 | 05/2024 |
| Sikich Llc | Richfield | OH | 05/2024 | Present |
Sikich LLP Richfield, OH NON-INVESTMENT RELATED ACCOUNTING FIRM January 2024 - Present, Director 176 HOURS DEVOTED PER MONTH THE MAJORITY OF WHICH ARE DURING SECURITIES TRADING HOURS Trustee - Mary S. and David C. Corbin Foundation. Non investment related. Review financial statements of foundation. Outside wealth management team reviews investments. I will not deal with any investment decisions but will help decide which charity receives funds from the foundation. Akron, OH. 2 hours per week outside of trading hours. Started Jan. 2020. Will receive annual stipend of $3,000. Akron Community Foundation - Board of Directors for this civic entity. start July 13, 2023. No compensation. No investment decisions made. Review financial statements of the foundation. GAR Foundation, Trustee - a trust fund which is a private foundation that makes distributions for charitable purposes. March 2021-present. Zero compensation. I help oversee the foundation assets which are managed by an outside investment advisor and managers. I do not have any investment responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-20 |
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