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8350 Tyler Blvd, Mentor, OH 44060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Life Financial Planning, Llc | Mentor | OH | 08/2016 | Present |
NAME OF OTHER BUSINESS: BIG BROTHERS BIG SISTERS OF NORTH EAST OHIO DBA TORCHLIGHT YOUTH MENTORING INVESTMENT RELATED: NO ADDRESS: 8 NORTH STATE STREET, SUITE 360 PAINESVILLE, OH 44077 NATURE OF BUSINESS: NON-PROFIT START DATE: 01/13/2016 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: VOLUNTEER BOARD MEMBER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-01 |
| S66 | Uniform Combined State Law Examination | 2005-06-07 |
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