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Mediate Financial Investment Advisory Services, LLC CRD 158134
$106M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6674 Tippecanoe Rd Suite 6, Canfield, OH 44406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-08-15 |
Branch Locations
6674 Tippecanoe Rd Suite 6, Canfield, OH 44406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boardman Tennis & Swin Club | Boardman | OH | 06/2016 | 09/2016 |
| Mediate Financial Services, Inc. | Canfield | OH | 08/2013 | Present |
| Mediate Financial Investment Advisory Services, Llc | Canfield | OH | 08/2022 | Present |
| Ohio University | Athens | OH | 08/2017 | 05/2021 |
MEDIATE FINANCIAL SERVICES, INC.; INVESTMENT RELATED; SAME OFFICE ADDRESS; FINANCIAL ASSOCIATE/INSURANCE AGENT; START DATE: 8/2013; SPENDS APPROX 70 HRS/MTH, SAME DURING TRADING HOURS; MARKETING AND CLIENT RELATIONS AND INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-08 |
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