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Mediate Financial Investment Advisory Services, LLC CRD 158134
$106M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6674 Tippecanoe Rd Suite 6, Canfield, OH 44406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-18 |
| PA | RA | APPROVED | 2018-10-05 |
| OH | RA | APPROVED | 2011-08-22 |
Branch Locations
6674 Tippecanoe Rd Suite 6, Canfield, OH 44406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mediate Financial Investment Advisory Services, Llc | Canfield | OH | 07/2011 | Present |
| Mediate Financial Services, Inc | Canfield | OH | 10/1994 | Present |
MEDIATE FINANCIAL SERVICES, INC.; INVESTMENT RELATED, OWNER/INSURANCE AGENT; SPENDS APPRX 50% OF TIME ON THIS ACTIVITY; INSURANCE SALES AND TAX PLANNING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-18 |
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