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110 W Streetsboro St. Suite 1A, Hudson, OH 44236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-13 |
| OH | RA | APPROVED | 2018-08-16 |
Branch Locations
110 W Streetsboro St. Suite 1A, Hudson, OH 44236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comprehensive Asset Management & Servicing, Inc. | Parsippany | NJ | 03/2012 | 01/2018 |
| James Reed Financial Services, Inc. | Mayfield Heights | OH | 08/2008 | 01/2018 |
| Ruggaard & Associates, Llc | Hudson | OH | 01/2018 | Present |
1-Twins Days, Inc.; Hudson, OH; Service description: I will serve on the investment committee to monitor investment performance and set investment direction of the non-profits desired goals based on long-range strategy; Start date: 10/01/2016; Title: Investment Committee board member; Duties: A few times a year communicate with other members of the board thoughts on investment vehicles and objectives; Time spent: 30 minutes.
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