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John Edward Danch

Ancora Private Wealth Advisors, LLC

Cleveland, OH

Ancora Retirement Plan Advisors, LLC

Cleveland, OH

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Current Employers
Ancora Private Wealth Advisors, Llc

6060 Parkland Boulevard Suite 200, Cleveland, OH 44124 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-06-19
  • OH RA
    APPROVED
    Since 2020-06-19

Branch Locations

6060 Parkland Boulevard Suite 200, Cleveland, OH 44124 • United States

Ancora Retirement Plan Advisors, Llc

6060 Parkland Suite 200, Cleveland, OH 44124 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2007-05-10
  • OH RA
    APPROVED
    Since 2007-05-10

Branch Locations

6060 Parkland Suite 200, Cleveland, OH 44124 • 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
Safeguard Securities Inc Cleveland OH 05/2007 08/2017
Source Companies Cleveland OH 05/2007 10/2019
Source Insurance Cleveland OH 05/2007 Present
Inverness Securities, Llc Cleveland OH 12/2016 Present
  • 05/2007 → 08/2017
    Safeguard Securities Inc
    Cleveland, OH
  • 05/2007 → 10/2019
    Source Companies
    Cleveland, OH
  • 05/2007 → Present
    Source Insurance
    Cleveland, OH
  • 12/2016 → Present
    Inverness Securities, Llc
    Cleveland, OH
Previous Registrations
  • 2005-06-06 → 2007-05-11
    Waterstone Financial Group, Inc.
    Cleveland, OH
    Beachwood, OH
Other Businesses

SOURCE INSURANCE, NOT INVESTMENT-RELATED, 6060 PARKLAND BLVD, SUITE 200, MAYFIELD HEIGHTS, OH, 44124, FIXED INSURANCE SALES, 5/07, 5 HOURS, 5 HOURS, FIXED INSURANCE SALES. SELF-EMPLOYED, NOT INVESTMENT-RELATED,

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-06-02
S63 Uniform Securities Agent State Law Examination 2005-03-11
  • S65 Uniform Investment Adviser Law Examination
    2005-06-02
  • S63 Uniform Securities Agent State Law Examination
    2005-03-11

View on SEC IAPD

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ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY
JOSEPH QUERY
Alec Acampora
William Eugene Tomlinson
Ashley Celeste Kabalan
MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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