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5885 Landerbrook Drive Suite 110, Cleveland, OH 44124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-10 |
| OH | RA | APPROVED | 2020-02-05 |
Branch Locations
5885 Landerbrook Drive Suite 110, Cleveland, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2016 | 04/2017 |
| James Reed Financial Services, Inc. Dbareed Financial Services | Cleveland | OH | 04/2017 | Present |
| Apw Capital, Inc. | Rockaway | NJ | 07/2017 | Present |
(1) James Reed Financial Services, Inc.; Cleveland, OH; Service description: SEC registered Investment advisor; Start date: 04/01/2017; Title: Investment Manager/Investment Adviser Representative; Duties: Responsible for research and due diligence and trading within the portfolios. (2) APW Capital, Inc.; Investment related; Rockaway, NJ ; Broker Dealer firm; Start date: 07/2017; Registered Assistant; Less than 5% of professional time spent per month during trading hours; duties include trading and research analyst.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-31 |
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