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20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-01 |
Branch Locations
Cleveland, OH • United States
20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-24 |
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 |
|---|---|---|---|---|
| Paul Baucco Construction | Chagrin Falls | OH | 05/2012 | 05/2022 |
| Chagrin Valley Country Club | Moreland Hills | OH | 07/2016 | 07/2018 |
| Saucy Brew Works | Cleveland | OH | 05/2019 | 06/2019 |
| University Of Dayton | Dayton | OH | 08/2019 | 06/2023 |
| Kenston High School | Bainbridge | OH | 08/2015 | 08/2019 |
| Lincoln Investment | Fort Washington | PA | 10/2023 | Present |
| Capital Advisors, Ltd | Shaker Heights | OH | 06/2023 | Present |
CAPITAL ADVISORS, LTD. POSITION: Investment Associate NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 06/01/2023 ADDRESS: 20600 Chagrin Blvd., 1115, Shaker Heights OH 44122, United States DESCRIPTION: Portfolio allocation, investment reports
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-23 |
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