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50 South Main Street Suite 1210, Akron, OH 44308-1831 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-06-08 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Fairlawn | OH | 03/2009 | 12/2017 |
| American Heritage Securities Inc | Akron | OH | 01/2018 | Present |
1. ACACIA PARK CEMETERY ENDOWMENT FUND.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-15 |
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