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Current Employers
Western Reserve Capital Management, Llc

102 First St #208, Hudson, OH 44236 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-03-11
  • OH RA
    APPROVED
    Since 2024-03-11

Branch Locations

102 First St #208, Hudson, OH 44236 • 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
Massmutual Uniontown OH 06/2016 06/2017
Student Recreation And Wellness Center Akron OH 08/2014 06/2017
Mml Investors Services, Llc Broadview Heights OH 03/2017 06/2017
Storey And Asscociates North Canton OH 06/2017 08/2019
True Wealth Design Fairlawn OH 09/2019 05/2020
Western Reserve Capital Management Hudson OH 05/2020 12/2022
North Star Advisory Group Llc Beachwood OH 01/2023 02/2024
Western Reserve Capital Management Hudson OH 01/2024 Present
  • 06/2016 → 06/2017
    Massmutual
    Uniontown, OH
  • 08/2014 → 06/2017
    Student Recreation And Wellness Center
    Akron, OH
  • 03/2017 → 06/2017
    Mml Investors Services, Llc
    Broadview Heights, OH
  • 06/2017 → 08/2019
    Storey And Asscociates
    North Canton, OH
  • 09/2019 → 05/2020
    True Wealth Design
    Fairlawn, OH
  • 05/2020 → 12/2022
    Western Reserve Capital Management
    Hudson, OH
  • 01/2023 → 02/2024
    Beachwood, OH
  • 01/2024 → Present
    Western Reserve Capital Management
    Hudson, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-19
  • S65 Uniform Investment Adviser Law Examination
    2017-07-19
Designations

View on SEC IAPD

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