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10034 Wellman Road, Streetsboro, OH 44241 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Wyncote | PA | 01/2015 | 07/2020 |
| Beacon Financial Partners | Cleveland | OH | 01/2015 | 07/2020 |
| Beacon Financial Advisory Llc | Cleveland | OH | 03/2016 | 07/2020 |
| Capital Analysts | Cleveland | OH | 04/2020 | 07/2020 |
| Hudson Financial Advisors Inc. | Streetsboro | OH | 07/2020 | Present |
FV INVESTMENT LIMITED LIABILITY COMPANY POSITION: Limited Liability Company Member NATURE: Real Estate Investment INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2004 ADDRESS: 8022 Chardon Rd, Kirtland OH 44094, United States DESCRIPTION: Investor in vacant land JOSEPH VITALE, CPA POSITION: Tax Preparer/Owner NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1995 ADDRESS: 1791 Brainard Rd, Lyndhurst OH 44124, United States DESCRIPTION: Tax Preparation INSURANCE BROKERAGE POSITION: Financial Advisor NATURE: Sale of life insurance, disability insurance, and long-term care insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/24/2017 ADDRESS: 10034 WELLMAN RD, STREETSBORO, OH 44241 DESCRIPTION: Present life, disability, and long-term care insurance illustrations. Also, I will be selling life, disability, and long-term care insurance. DDC CLINIC, CENTER FOR SPECIAL NEEDS CHILDREN POSITION: Board of Director NATURE: Non-profit medical center INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/02/2009 ADDRESS: 14567 Madison Road, Middlefield OH 44062, United States DESCRIPTION: I am a member of the Board of Directors. NORTHERN OHIO CHARITABLE GIFT PLANNERS POSITION: Board of Director NATURE: Non-profit educational programs INVESTMENT RELATED: No START DATE: 09/2015 ADDRESS: 3053 NATIONWIDE PARKWAY, BRUNSWICK, OH 44212 DESCRIPTION: I am a member of the Board of Directors.
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