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4555 Lake Forest Drive Suite 650, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2015-02-04 |
Branch Locations
4555 Lake Forest Drive Suite 650, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Na Amp; Associates Cpa Llc | Cincinnati | OH | 01/1986 | Present |
| Eadvisor Llc | Cincinnati | OH | 10/2014 | Present |
ELIZABETH I-LI NA IS OWNER OF AND AN ACCOUNTANT WITH NA & ASSOCIATES CPA LLC, AN ACCOUNTING FIRM. MS. NA IS ALSO A LICENSED INSURANCE AGENT. SHE SPENDS APPROXIMATELY 40 HOURS PER WEEK OF HER TIME ON THOSE ACTIVITIES AND CONSIDERS THEM HER PRIMARY BUSINESS FROM TIME TO TIME, SHE WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THESE ACTIVITIES. CLIENTS SHOULD BE AWARE THAT THESE SERVICES PAY A COMMISSION OR OTHER COMPENSATION AND INVOLVE A POSSIBLE CONFLICT OF INTEREST, AS COMMISSIONABLE PRODUCTS CAN CONFLICT WITH THE FIDUCIARY DUTIES OF A REGISTERED INVESTMENT ADVISER. EADVISOR LLC ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT. CLIENTS ARE IN NO WAY REQUIRED TO UTILIZE THE SERVICES OF THE SERVICES OF ANY REPRESENTATIVE OF EADVISOR LLC IN ANY OUTSIDE CAPACITY. ELIZABETH I-LI NA ALSO PRESIDENT OF 442 CHESTNUT FINANCE GROUP, INC. AND PRINCIPAL OF JC FOOD PRODUCTS INC., BUT THESE ARE NOT INVESTMENT-RELATED ACTIVITIES AND MS. NA WILL NOT OFFER CLIENTS ADVICE OR PRODUCTS FROM THESE ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-05-04 |
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