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Melissa Jo Estrich

Venture Visionary Partners LLC

Sylvania, OH

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Current Employers
Venture Visionary Partners Llc

5520 Monroe Street Suite B, Sylvania, OH 43560 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-01-06
  • OH RA
    APPROVED
    Since 2021-01-06

Branch Locations

5520 Monroe Street Suite B, Sylvania, OH 43560 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc Sylvania OH 12/2011 04/2019
Purshe Kaplan Sterling Investments Albany NY 07/2019 03/2021
Venture Visionary Partners, Llc Sylvania OH 12/2020 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-02-27
S65 Uniform Investment Adviser Law Examination 1996-05-06
  • S63 Uniform Securities Agent State Law Examination
    1997-02-27
  • S65 Uniform Investment Adviser Law Examination
    1996-05-06
Other Names
  • Melissa Jo Kirchhof
  • Melissa Jo Estrich
  • Melissa Estrich

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
EDWARD JONES
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Brook Bright
Lindsey Marie Rouser
Travis Norbert Maas
ROBERT SCOTT LOEB
AMY JO AMOS
KELLY ANN ANDREWS

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Sylvania, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Sylvania, OH
LPL FINANCIAL LLC · SYLVANIA, OH
PFS INVESTMENTS INC. · SYLVANIA, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TOLEDO, OH
UBS FINANCIAL SERVICES INC. · SYLVANIA, OH
J.P. MORGAN SECURITIES LLC · Sylvania, OH
EDWARD JONES · SYLVANIA, OH

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