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5005 Rockside Road Suite 600, Independence, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-06-25 |
Branch Locations
5005 Rockside Road Suite 600, Independence, OH 44131 • United States
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 |
|---|---|---|---|---|
| Burns Financial Advisors | Brecksville | OH | 01/1988 | Present |
| Burns Financial Centre, Inc. | Brecksville | OH | 06/2005 | Present |
1. BURNS FINANCIAL ADVISORS, INC. OWNER; RIA & MONEY MANAGEMENT HELD AWAY; 1988 TO PRESENT; PRESIDENT; 5-10 HOURS/MONTH; ESTABLISH MONEY MGMT GOALS & MONITOR INVESTMENTS. TYPICALLY AFTER TRADING HOURS. THIS IS AN INVESTMENT RELATED ACTIVITY. COMMISSION BASED INCOME. 2. TAX PREPARATION, SINCE 1/1987 - FEBRUARY THRU APRIL - 30 HOURS PER WEEK FOR 8-9 WEEKS, TYPICALLY BEGIN IN EARLY AFTERNOON TO LATE INTO THE NIGHT BRECKSVILLE, OH 44141. NOT AN INVESTMENT RELATED ACTIVITY. SALARIED POSITION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-12 |
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