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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2015-11-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anzelc & Associates, Inc. | Stow | OH | 03/1995 | Present |
| Independent Financial Group | Stow | OH | 11/2015 | Present |
| All 4 One Inc. Llc Dba Peninsula Coffee House And Market | Peninsula | OH | 10/2021 | Present |
(1) ANZELC & ASSOCIATES, INC. POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 01/01/1995 ADDRESS: 3833 Stow Road, Stow OH 44224, United States DESCRIPTION: 100% OWNER OF ANZELC & ASSOCIATES, INC. A CPA PRACTICE, INCLUDING CONSULTING AND TAX PREPARATION. (2) ANZELC FINANCIAL POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/03/2010 ADDRESS: 3833 Stow Road, Stow OH 44224, United States DESCRIPTION: 100% OWNER OF ANZELC FINANCIAL A COMPANY ESTABLISHED FOR TAX PURPOSES. (3) ALL IN, LLC POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 3833 Stow Road, Stow OH 44224, United States DESCRIPTION: 45% PASSIVE OWNER OF ALL IN, LLC A REAL ESTATE HOLDING COMPANY THAT RENTS OFFICE SPACE. (4) ZANES FOUNDATION, INC. POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: 2951 Kent Rd, Silver Lake OH 44224, United States DESCRIPTION: BOARD MEMBER AT ZANES FOUNDATION, INC. ACTING AS A PARTICIPATING IN MEETINGS AND FUNDRAISING EVENTS. (5) ALL 4 ONE INC. LLC DBA PENINSULA COFFEE HOUSE AND MARKET POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: , Main Street, Peninsula OH 44264, United States DESCRIPTION: Hire Staff, Manage financial operations, file tax returns.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-02 |
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