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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-07-22 |
| TX | RA | APPROVED_RES | 2020-07-10 |
Branch Locations
30050 Chagrin Blvd Ste 150, Pepper Pike, OH 44124 • United States
1891 Georgetown Rd, Hudson, OH 44236 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Beachwood | OH | 12/2001 | 07/2020 |
| Wells Fargo Clearing Services, Llc | Chagrin Falls | OH | 07/2020 | Present |
EXECUTOR FOR MOTHER'S ESTATE; INV. RELATED; PEPPER PIKE, OH; START DATE 9/2021; 1 HR PER MONTH; 1 HR DURING TRADING. TBD - RENTAL PROP; INV RELATED;CLEVELAND HTS,OH; RENTAL INCOME;100% OWNERSHIP; START DATE: 06/01/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-16 |
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