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20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-04 |
| OH | RA | APPROVED | 2018-09-04 |
Branch Locations
20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122 • United States
Cleveland Heights, OH • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-09-06 |
Branch Locations
1115 Tower East 20600 Chagrin Boulevard, Shaker Heights, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Cincinnatii | OH | 02/2016 | 09/2018 |
| Bradley Weeks | Cincinnati | OH | 10/2015 | 09/2018 |
| Timothy C Miller | Cincinnati | OH | 11/2016 | 09/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2017 | 09/2018 |
| Capital Advisors, Ltd. | Shaker Heights | OH | 09/2018 | Present |
| Lincoln Investment Planning | Fort Washington | PA | 09/2018 | Present |
CAPITAL ADVISORS LTD. POSITION: Manager, Wealth Management/IAR NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 09/01/2018 ADDRESS: 20600 Chagrin Blvd., 1115 Tower East, Shaker Heights OH 44122, United States DESCRIPTION: Wealth Management Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-12-22 |
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