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9 Aurora Street, Suite #5, Hudson, OH 44236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2005-11-14 |
Branch Locations
9 Aurora Street, Suite #5, Hudson, OH 44236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broadleaf Partners, Llc | Peninsula | OH | 09/2005 | Present |
Peg's Foundation Board of Directors, Investment Committee, 53 First St, Hudson, OH 44236, Advise the endowment on investments 9/2021 Start 1 hour a week Miami University Foundation Board Investment Committee Member Oxford, OH 45056 Phone: 513-529-1230 Advise the foundation on investments 10/2025 Start 1 hour a week
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-05-29 |
| S65 | Uniform Investment Adviser Law Examination | 1991-06-10 |
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