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Turning Point Advisors, LLC CRD 291633
$42.6M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
15550 Priorway Dr Building G, Novelty, OH 44072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-02-23 |
Branch Locations
15550 Priorway Dr Building G, Novelty, OH 44072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Pepper Pike | OH | 01/2016 | 01/2018 |
| Turning Point Advisors, Llc | Novelty | OH | 01/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-23 |
| S66 | Uniform Combined State Law Examination | 2001-07-03 |
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