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5579 Pearl Road, Ste 100, Parma, OH 44129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2009-01-14 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| David A. Toetz Attorney | Parma | OH | 01/2003 | Present |
Attorney, tax prep, 5579 Pearl Rd Ste 203 Parma OH 44129, Start 11/1/1983, 4 hrs/month, Compensation: Hourly. Insurance Agent, Fixed life and annuity sales, 5579 Pearl Rd Ste 203 Parma OH 44129, Start 8/23/2003, 4 hrs/month, Compensation: Commission. Public Defender (Brooklyn Hts ), Legal Services, 5555 Powers Blvd Parma OH 44129, 04/1/1999, 6 hrs/month, Compensation: Hourly. Board of Directors, PSE Credit Union Inc., 5255 Regency Dr Parma OH 44129, start 10/1/2013, 3 hrs/month, Compensation: None. Attorney (Private Practice), Legal Services, 5579 Pearl Rd Ste 203 Parma OH 44129, Start 11/1/1983, 80 hrs/month, Compensation: Hourly.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-08-22 |
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