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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-09-02 |
| TX | RA | APPROVED | 2022-09-01 |
Branch Locations
2 Equity Way Suite 200, Westlake, OH 44145 • United States
Avon, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Westlake | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westlake | OH | 11/2016 | 09/2022 |
| Rbc Capital Markets, Llc | Cleveland | OH | 09/2022 | Present |
| City National Bank | Cleveland | OH | 10/2022 | Present |
(1) NAME OF ENTITY: double jm 3 farm llc ADDRESS: old route 35 e xenia OH 45385 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: family farm CAPACITY: Partner START DATE: 07/08/2008 DUTIES: pay taxes and insurance on the land HOURS DEVOTED PER MONTH: 0 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (2) NAME OF ENTITY: double jm llc ADDRESS: 115 n willow street kent oh 44240 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: commerical real estate building CAPACITY: Partner START DATE: 01/28/1999 DUTIES: pay bills - taxes, insurance, repairs HOURS DEVOTED PER MONTH: 0.25 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-14 |
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