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20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-29 |
Branch Locations
Aurora, OH • United States
20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-18 |
Branch Locations
1115 Tower East 20600 Chagrin Boulevard, Shaker Heights, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Planners Of Cleveland, Inc. Dba Nca Financial Planners | Cleveland | OH | 09/2005 | 04/2018 |
| Royal Alliance Associates, Inc. | Cleveland | OH | 11/2007 | 04/2018 |
| Financial Planners Of Cleveland, Inc. Dba Nca Financial Planners | Cleveland | OH | 01/2008 | 04/2018 |
| Lincoln Investment | Fort Washington | PA | 09/2024 | Present |
| Capital Advisors, Ltd. | Shaker Heights | OH | 12/2023 | Present |
| Gottlieb Organization | Cleveland | OH | 07/2018 | 08/2020 |
| Afs International | Cleveland | OH | 09/2020 | 03/2022 |
| Unemployed | Aurora | OH | 04/2022 | 11/2023 |
| Unemployed | Auroa | OH | 09/2020 | 12/2020 |
CAPITAL ADVISORS, LTD POSITION: Wealth Management Associate NATURE: Financial Services, IRIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 7 START DATE: 12/04/2023; ADDRESS: 20600 CHAGRIN BLVD. 1115 TOWER EAST, SHAKER HEIGHTS, OH 44122 DESCRIPTION: Case Management, investment and financial planning support.;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-13 |
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