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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-15 |
| OH | RA | APPROVED | 2021-06-18 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-06-18 |
| TX | RA | APPROVED | 2021-06-17 |
Branch Locations
13374 Ridge Road, North Royalton, OH 44133 • United States
217 North Water Street Suite C1, Kent, OH 44240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2021 | 06/2021 |
| Saint-Gobain Norpro | Stow | OH | 04/2018 | 01/2021 |
| Saint-Gobain Norpro | Stow | OH | 11/2013 | 04/2018 |
| Tree City Tax Service, Llc | Stow | OH | 12/2019 | Present |
| Lincoln Investment | Fort Washington | PA | 06/2021 | Present |
| Capital Analysts | Fort Washington | PA | 06/2021 | Present |
TREE CITY TAX SERVICE, LLC POSITION: owner/operator NATURE: Federal, state, and local income tax preparation service INVESTMENT RELATED: No NUMBER OF HOURS: 37 SECURITIES TRADING HOURS: 18 START DATE: 11/01/2019 ADDRESS: 2480 Hanson Avenue, Stow OH 44224, United States DESCRIPTION: data collection/entry, review, filing, research, and records
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-30 |
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