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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 | 2011-09-28 |
Branch Locations
Rocky River, 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 | 2012-06-05 |
Branch Locations
1115 Tower East 20600 Chagrin Blvd., Shaker Heights, OH 44144 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-06-01 |
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 |
|---|---|---|---|---|
| Capital Analysts | Cincinnati | OH | 08/2011 | Present |
| Capital Advisors, Ltd., Llc | Shaker Heights | OH | 08/2011 | Present |
| Lincoln Investment | Shaker Heights | OH | 06/2012 | Present |
CAPITAL ADVISORS Ltd. POSITION: Manager, Wealth Management & Portfolio Analysis, IAR NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/22/2011 ADDRESS: 20600 Chagrin Boulevard, 1115 Tower East, Shaker Heights, OH, 44122 United States DESCRIPTION: Financial planning analysis and support
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-13 |
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