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1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-06 |
Branch Locations
1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States
Solon, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longbow Securities | Independence | OH | 01/2006 | 02/2018 |
| Cbiz Financial Solutions Inc | Cleveland | OH | 02/2018 | 11/2021 |
| Lpl Financial, Llc | Beachwood | OH | 11/2021 | 10/2024 |
| Tyler-Stone Wealth Management | Beachwood | OH | 11/2021 | 10/2024 |
| Mcdonald Partners | Cleveland | OH | 10/2024 | Present |
1. 05/01/2020 - 10H LLC/ OTHER/ NOT INVESTMENT RELATED/ 5%/ SOLON, OH 2. 06/01/2014 - REAL ESTATE RENTAL/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 1%/ SOLON, OH 44139-1663 3. 05/15/2024 - 3023 Castle Loch - Real Estate Rental - Investment Related - Durham, NC - Start Date 04/01/2024 - 2 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-07-10 |
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