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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-16 |
Branch Locations
14606 W. Park Street Suite 101, Burton, OH 44021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cutter & Company, Inc | Ballwin | MO | 11/2014 | 01/2018 |
| Ameriprise Financial Services Inc | Independence | OH | 01/2018 | 08/2019 |
| Cutter & Company Brokerage | Ballwin | MO | 08/2019 | 05/2025 |
| Prospera Financial Services, Inc. | Burton | OH | 05/2025 | Present |
1) GEAUGA FINANCIAL ADVISORS LLC/ 14606 W.PARK ST, BURTON OH 44021./FINANCIAL ADVISOR, INVESTMENT RELATED/ 08/2019/ 160 HOURS PER MONTH / 160 DURING TRADING HOURS/ PROVIDING FINANCIAL PLANNING AND INVESTMENT RELATED SERVICES 2) BURTON PROFESSIONAL OFFICES /INVESTMENT RELATED - NO / 14606 W.PARK ST, BURTON OH 44021 / 50% OWNER OF BUILDING / 08/2019/ 1 HOUR PER MONTH, 1 DURING TRADING HOURS 3) CSM LLC / P.O. BOX 19, BURTON, OH 44021 / PASSIVE MINORITY PARTNER / REAL ESTATE HOLDING COMPANY / 25% OWNER OF DOLLAR GENERAL STORE / O HOURS PER WEEK, NONE DURING TRADING HOURS 4) 01/01/2025 / 322 RENTALS, LLC / HUNTSBURG, OH / LIMITED PARTNER / PART OWNER / 1 HR A WEEK, NONE DURING TRADING HOURS / RESIDENTIAL RENTAL OF A TRIPLEX 5) BURTON COOK LLC; INVESTMENT RELATED - NO; 13881 COOK ST, BURTON, OH 44021; RESIDENTIAL HOME PROPERTY FOR LEASING; VICE PRESIDENT/CONTROLLING PARTNER; START DATE 08/2025; 4 HOURS PER MONTH, 0 DURING TRADING HOURS; MANAGING PROPERTY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-02 |
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