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Anna Rathbun

Grenadilla Advisory LLC

Kirtland, OH

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Current Employers
Grenadilla Advisory Llc

Kirtland, OH • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-23
OH RA APPROVED 2025-06-12
  • TX RA
    APPROVED_RES
    Since 2025-06-23
  • OH RA
    APPROVED
    Since 2025-06-12

Branch Locations

Kirtland, OH • 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
Cbiz Financial Solutions Inc Cleveland OH 09/2012 12/2016
Clearstead Advisors Cleveland OH 01/2017 03/2020
Cbiz Investment Advisory Services Cleveland OH 03/2020 04/2025
Grenadilla Advisory, Llc Dba Grenadilla Kirtland OH 04/2025 Present
  • 09/2012 → 12/2016
    Cbiz Financial Solutions Inc
    Cleveland, OH
  • 01/2017 → 03/2020
    Clearstead Advisors
    Cleveland, OH
  • 03/2020 → 04/2025
    Cbiz Investment Advisory Services
    Cleveland, OH
  • 04/2025 → Present
    Grenadilla Advisory, Llc Dba Grenadilla
    Kirtland, OH
Previous Registrations
Designations
Other Names
  • Jung Eun Anna Oh
  • Jung Eun Oh

View on SEC IAPD

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