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2273 Research Blvd Suite 101, Rockville, MD 20850-3264 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-10-23 |
Branch Locations
2273 Research Blvd Suite 101, Rockville, MD 20850-3264 • United States
Chippewa, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2012 | Present |
| Research Financial Strategies | Parma Hts. | OH | 10/2012 | Present |
| Yurich Financial Group | Parma Hts. | OH | 09/1991 | Present |
| Reutemann Financial Solutions, Inc. | Rockville | MD | 10/2012 | Present |
1) IMA ENTERPRISES/ALLOY FABRICATORS/AKY & CO; NOT INVESTMENT RELATED; AT REGISTERED LOCATION; METAL FABRICATING SHOP; PRESIDENT PIVATE FAMILY FIRM, OWNS .0012%; START DATE 9/2002; DUTIES REVIEW AND SIGN INCOME TAX RETURNS REVIEW MAJOR PURCHASES FOR FABRICATING SHOP; 4HR/MONTH; 2 HR/MONTH DURING TRADING HOURS 2) YURICH FINANCIAL GROUP; NOT INVESTMENT RELATED; AT REGISTERED LOCATION 0; OWNER; START DATE 10/2012; SEASONAL HRS/WEEK; FINANCIAL SERVICES,TAX PREPARATION, TRUST SERVICES 3) REUTEMANN FINANCIAL SOLUTIONS, INC. DBA RESEARCH FINANCIAL STRATEGIES; INVESTMENT RELATED; AT REGISTERED LOCATION; RIA; IAR; START DATE 10/2012; 180-200 HRS/MONTH, ALL DURING SECURITIES HRS; PROVIDE ADVICE ON CLIENT ACCOUNTS. 4) LANCE YURICH. INVESTMENT RELATED. 7862 LAKE ROAD, CHIPPEWA LAKE, OH 44215. SUCESSOR TRUSTEE/ESTATE ADMIN. SUCESSOR TRUSTEE. 2003. 2 HRS/ MO. ADMINISTRATION OF HIRSH TRUST. 5) LANCE YURICH. INVESTMENT RELATED. 7862 LAKE ROAD, CHIPPEWA LAKE, OH 44215. SUCESSOR TRUSTEE/ESTATE ADMIN. SUCESSOR TRUSTEE. 2003. 2 HRS/ MO. ADMINISTRATION OF STRAIGHT FAMILY TRUST. 6) LANCE YURICH. INVESTMENT RELATED. 7862 LAKE ROAD, CHIPPEWA LAKE, OH 44215. SUCESSOR TRUSTEE/ESTATE ADMIN. 08/2013. 4-5 HRS/MO.ADMINISTRATION OF A TRUST DUE TO THE DEATH OF THE GRANTOR. HOPEFULLY, HAVE THE ESTATE ADMINISTERED WITHIN 5 MONTHS AND BE DONE. 7) The Paulette R. Hajba Rev Trust-Not investment related-Huntington Bank Investments-IRA Account to liquidate-Trustee-8/23/2019-10 hrs/mth-0 during trading hrs-Liquidating trust assets for distribution to the beneficiaries of the trust.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-25 |
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