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5001 Mayfield Rd. Ste. 210, Lyndhurst, OH 44124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2016 | 04/2021 |
| Strait Direction Wealth Management, Llc | South Euclid | OH | 05/2021 | Present |
Owner (Mitchell Financial Services), Tax Services, not investment-related, 3794 Grosvenor Road South Euclid OH 44118, Start date 05/2014, 15 hrs/month, Compensation: Other. Strait Direction RIA, RIA, 5001 Mayfield Rd Ste 210 Lyndhurst OH 44124, Start 04/2021, 140 hrs/month, Compensation: Other. Insurance Agent, Fixed life, annuities, disability, long term care, health insurance, 5001 Mayfield Rd Ste 210 Lyndhurst OH 44124, Start 04/2021, 5 hrs/month, Compensation: Commission.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-15 |
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