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Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-03 |
Branch Locations
225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
1255 Euclid Ave, Suite 500, Cleveland, OH 44115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald Partners Llc | Cleveland | OH | 12/2012 | 09/2025 |
| Wedbush Securities | Cleveland | OH | 09/2025 | Present |
Goodman Wealth Advisors; Investment Related; Cleveland, OH; DBA for Wedbush Securities business; IFON Financial Advisor; Approx: 40 hours weekly, during business hours. Start: 9/2025; Duties: DBA for Wedbush Securities business, offers securities and advisory services. Goodman Wealth Advisors Direct Insurance - admin/agent; investment-related; Cleveland, OH; insurance sales of life and health policies; about two hours total dedicated to this activity per month - all during trading hours; start date 03/16/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-28 |
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