Richard Bennett Goodwin

Employer firm

Bliss Financial Consulting CRD 333380

Reported services (Item 5G)

Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers

Bliss Financial Consulting

Cleveland Heights, OH • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2024-11-20

OH RA
APPROVED

Since 2024-11-20

Branch Locations

2208 Stillman Road, Cleveland Heights, OH 44118 • 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

Organization	City	State	From	To
Us Bank	Cleveland	OH	02/2008	04/2021
Self Employed Financial Analyst / Trader	Cleveland	OH	04/2021	09/2024
Bliss Financial Consulting Llc	Cleveland Heights	OH	09/2024	Present

02/2008 → 04/2021

Us Bank

Cleveland, OH
04/2021 → 09/2024

Self Employed Financial Analyst / Trader

Cleveland, OH
09/2024 → Present

Bliss Financial Consulting Llc

Cleveland Heights, OH

Other Businesses

Richard Bennett Goodwin owns/manages a residential rental property and periodically engages in financial analyst services (non-investment related) for other small businesses.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-05-09

S65 Uniform Investment Adviser Law Examination

2024-05-09

View on SEC IAPD

Employer firm

Current Employers

Bliss Financial Consulting

Disclosures

Employment History

Other Businesses

Exams

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