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Casey Peter Urdiales

Scofield & Company, LLC

Fairlawn, OH

Edgetech Analytics, LLC

Fairlawn, OH

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Current Employers
Scofield & Company, Llc

822 Kumho Drive Suite 300, Fairlawn, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-07-21
  • OH RA
    APPROVED
    Since 2016-07-21

Branch Locations

822 Kumho Drive Suite 300, Fairlawn, OH 44333 • United States

Edgetech Analytics, Llc

822 Kumho Drive Suite 300, Fairlawn, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-04-05
  • OH RA
    APPROVED
    Since 2016-04-05

Branch Locations

822 Kumho Drive Suite 300, Fairlawn, OH 44333 • 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
Edgetech Analytics, Llc Akron OH 01/2015 Present
Other Businesses

Urdiales Compliance Consultants, LLC. Not investment-related. 822 Kumho Drive, Suite 300, Fairlawn, Ohio 44333. Provides compliance consulting to registered investment advisers. Mr. Urdiales is the owner and founded the consultancy in 2018. He devotes 10 hours per month in consulting with his clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-03
  • S65 Uniform Investment Adviser Law Examination
    2016-02-03

View on SEC IAPD

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