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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2023-03-20 |
| OH | RA | APPROVED | 2021-02-04 |
| TX | RA | APPROVED | 2021-02-04 |
Branch Locations
416 Hart Street Suite A, Marietta, OH 45740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisor Financial Network, Llc | Parkersburg | WV | 06/2016 | 02/2021 |
| Raymond James Financial Services Advisors, Inc. | Marietta | OH | 02/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Marietta | OH | 02/2021 | Present |
(1) Name of Business: Beardmore Investments, LLC Address: 416 Hart St Ste A, Marietta, OH, 45750-3246, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a holding LLC for transactions that take place for Hall Financial Advisors, LLC as it relates to my partnership within Hall Financial Advisors, LLC. All pay from Hall Financial Advisors, LLC goes into Beardmore Investments, LLC. (2) Name of Business: Bosner Ridge, LLC Address: 333 Ohio Street, Marietta, OH, 45750, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 02/02/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC is used to hold a piece of ground in Pagosa Springs, Colorado that I own with one of my cousins. (3) Name of Business: BRI Enterprises, LLC Address: 333 Ohio Street, Marietta, OH, 45750, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/25/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have some small oil and gas royalties that come into this LLC. (4) Name of Business: Hall Financial Advisors, LLC Address: 416 Hart St Ste A, Marietta, OH, 45750, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Partner of Hall Financial Advisors, Meet with clients, solicit business, Trading (5) Name of Business: IRB Resources, LLC Address: 333 Ohio Street, Marietta, OH, 45750, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/29/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own 100% interest and I use this LLC for oil and gas royalty interest and property holdings. It currently holds private placement shares at this time through a family owned and operated LLC called Pahgosa Investments, LLC along with receiving some small oil and gas royalty checks. Pahgosa Investments, LLC is owned by my cousin and uncle. (6) Name of Business: M.I. Solution Technologies, LLC Address: 333 Ohio Street, Marietta, OH, 45750, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/14/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Small Oil and Gas consulting firm. Help with the operations. Work with accountants on spreadsheets and gather tax documents for year end stuff. (7) Name of Business: RBI Management, LLC Address: 333 Ohio Street , Marietta, OH, 45750, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/22/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rentals and investment properties. Maintain spreadsheets for the accountants and collect rental checks. Keep up and maintain various properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-30 |
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