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Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-08 |
| CA | RA | APPROVED | 2025-09-03 |
| TX | RA | APPROVED | 2025-09-03 |
Branch Locations
225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
1255 Euclid Ave, Suite 500, Cleveland, OH 44115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald Partners | Cleveland | OH | 05/2013 | 09/2025 |
| Wedbush Securities | Cleveland | OH | 09/2025 | Present |
(1) Goodman Wealth Advisors; Investment Related; Cleveland, Ohio; DBA for Wedbush Securities business; President; Start: 9/2025; Approx: 40 hours weekly, during business hours; Duties: To offer securities and advisory services. --- (2) Sterling Data Center LLC; Investment Related; Cleveland, Ohio; Strategic Implementation, Management; Start: 09/2018; Approx: 5 hours monthly, mostly before or after business hours; Duties: Limited office manager roles and responsibilities, limited organizational responsibilities, limited client engagement assistance, limited event planning for non business hours events. ---- (3) JDG Real Estate LLC; Investment Related; Cleveland, Ohio; Commercial Real Estate; Sole Member/ Manager; Start: 4/2023; Approx: 0-1 hour monthly, everything else is after business hours or weekends, Duties: Passive Member (investor only) Commercial Real Estate. --- (4) Sterling Realty Advisors; Investment Related; Cleveland, Ohio; Commercial Real Estate; Administrator/Manager; Start: 09/2018; Approx: 0-5 hours monthly, most time spent on this is after hours or weekends; Duties: Limited activities in support of keeping credentials, website maintenance and setting up leasing activities and appointments for showings. --- (5) OrangeTree Properties LLC; Investment Related; Cleveland, Ohio; Investing equities and or Commercial Real Estate; Passive Member; Start: 12/2023; Approx: 0-1 hour per month any other time spent is after business hours or weekends; Duties: Passive member (investor only). (6) Goodman Wealth Advisors Direct Insurance; Investment Related; Cleveland, OH; DBA for Direct Insurance; Admin; Start: 1/2026; Approx: 2 hours monthly; 0-2 hours per month during business hours; Duties: clerical/admin for the licensed GWA team. (7) Goodman Wealth Advisors Finance Consultants; Investment Related; Cleveland, OH; DBA for finance inquiries; Finance Agent; Start: 1/2026; Approx: 2 hours monthly; 0-2 hours per month during business hours; Duties: to assist clients with commercial real estate finance inquiries and network with commercial real estate lending providers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-12 |
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