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9356 Ivan Court, Mentor, OH 44060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Esd Technologies, Inc. | Mentor | OH | 05/1997 | Present |
| Mclean Financial Planning And Investment Managemen | Mentor | OH | 04/2014 | Present |
| Mclean Strategic Investments, Inc. | Mentor | OH | 10/2024 | Present |
1) McLean Financial Planning &Investment Management, Inc - Not investment related - President - Registered Investment Advisor offering financial planning and investment management services. approx 120 hours/month 2) McLean Strategic Investments - Investment Related - President - sourcing and selling suitable private investment offerings to qualified investors - approx 80 hours/month 3) ESD Technologies, Inc - Not Investment related - President - I develop and license software technology. approx 10 hours/month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-26 |
| S66 | Uniform Combined State Law Examination | 2010-08-18 |
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