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8682 Tanglewood Trail, Chagrin Falls, OH 44023 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-12 |
Branch Locations
25800 Science Park Drive Suite 150, Beachwood, OH 44122 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Pepper Pike | OH | 06/2017 | 07/2019 |
| University Of Wisconsin-Madison | Madison | WI | 08/2013 | 05/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2019 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2019 | Present |
| Chagrin Valley Legacy Advisors, Llc | Beachwood | OH | 03/2026 | Present |
PRICE DISCOVERY, 3401 ENTERPRISE PARKWAY, STE 220, BEECHWOOD OH 44122, MARKETING, PODCAST HOST, NIR, 4 HR/MO - 4 HR/MO TRADING. CREATIVE MILLWORK OF OHIO, ASHTABULA OH 44004, 05/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-01 |
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