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Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-03 |
| OH | RA | APPROVED | 2025-09-03 |
| TX | 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 |
(1) Goodman Wealth Advisors; Investment Related; Cleveland, OH; DBA for Wedbush Securities business; IFON Financial Advisor; Start: 9/2025; Approx: 160 hours monthly during business hours; Duties: To offer securities and advisory services. (2) Goodman Wealth Advisors Finance Consultants, Investment Related; Cleveland, OH; Finance Agent; Start: 1/2026; Approx: 5 hours monthly, during business hours; Duties: Assist clients with commercial real estate finance inquiries given our extensive knowledge and relationship background/network with commercial real estate lending providers. (3) Goodman Wealth Advisors Direct Insurance; Investment Related; Cleveland, OH; Agent; Start: 1/2026; Approx: 4 hours monthly, during business hours; Duties: Formed as direct insurance that is non- BD related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-28 |
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