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5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2019-07-31 |
Branch Locations
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
5100 Poplar 30Th Floor, Memphis, TN 38137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gavion, Llc | Memphis | TN | 09/2013 | 09/2024 |
| Cbiz Investment Advisory Servicess Llc | Cleveland | OH | 07/2019 | Present |
Mr. Longfield is on the Advisory Board of Tecton Group, LLC. This is a sport drink manufacturing startup. He commits approximately 5 hours a month, 0 during trading hours. Mr. Longfield will receive compensation from this work. Mr. Longfield is on the board of Intuscope, LLC. He may receive compensation associated with his investment and board position. This requires approximately 5 hours a month outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-08-09 |
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