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1301 East Ninth Street 15Th Floor, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-19 |
Branch Locations
1301 East Ninth Street 15Th Floor, Cleveland, OH 44114 • United States
Delray Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wolfe Research Securities | New York | NY | 05/2016 | 01/2025 |
| Northcoast Research Partners, Llc | Cleveland | OH | 04/2026 | Present |
| Eagle Talon Partners | Naples | FL | 02/2025 | 09/2025 |
| Unemployed | Delray Beach | FL | 10/2025 | 03/2026 |
As of August 2024, Mr. Mellis is the part owner in Lana Mellis Ceramics, LLC, a pottery business located in Delray Beach, FL. 0 hours per month; 0 hours during securities related trading hours. This is not investment related. As of October 2023, Mr. Mellis is the owner of a rental property in Jacksonville, FL. Duties include quarterly call with management company. 0.5 hours per month; 0 hours during securities related trading hours. This is not investment related. As of February 2026, Mr. Mellis owns and operates a small car rental business operated through Turo located in Delray Beach, FL. Duties include client communication, vehicle delivery, and vehicle pick-up: ~10 hours per month; 0 hours during securities related trading hours. This is not investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-07-15 |
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