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5005 Rockside Road Suite 230, Independence, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-26 |
Branch Locations
5005 Rockside Road Suite 230, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zelman Partners Llc | Beachwood | OH | 06/2015 | 01/2019 |
| Inverness Securities Llc | Cleveland | OH | 01/2019 | 03/2024 |
| Ancora Advisors Llc | Cleveland | OH | 01/2019 | 03/2024 |
| Gatepass Capital, Llc | Independence | OH | 03/2024 | Present |
1. GatePass Capital Holdings, LLC is the parent company of GatePass Capital, LLC, a registered investment adviser. Same address as GatePass Capital, LLC in Independence, Ohio. Managing Director position started in 03/2024. 5 hrs/week, 0% during securities trading hours. Duties include: parent company management duties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-09-02 |
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