Kerry A Bliss

Current Employers

Employment History

• 12/2019 → 01/2023
  Concourse Financial Group Securities Inc
  Concord, OH
• 01/2012 → Present
  Bliss Capital Advisors
  Concord, OH
• 01/2005 → Present
  Kerry Bliss
  Perry, OH
• 08/2020 → 01/2023
  Concourse Financial Group Securities Inc
  Concord, OH
• 02/2023 → Present
  Sanctuary Securities, Inc.
  Cleveland, OH
• 02/2023 → Present
  Sanctuary Advisors, Llc
  Cleveland, OH

Previous Registrations

• 2020-08-03 → 2023-03-10
  Concourse Financial Group Securities, Inc.
  Concord, OH

Other Businesses

1) Name: Perry Joint Recreation Board Position: Independent Contractor Nature: Recreation Board serving the Perry, Oh community Investment Related: No Hours: 12 Securities Trading Hours: 12 Start Date: 01/01/2005 Address: 3740 Center Rd, Perry OH 44081, United States Description: I serve as an instructor at the Perry Senior Center, teaching exercise and memory classes for the Perry Joint Recreation Board 2) Name: United Way of Lake County Position: Board Member and Chair of Women United Nature: Non-profit Investment Related: No Hours: 3 Securities Trading Hours: 3 Start Date: 11/01/2019 Address: 9285 Progress Parkway, Mentor OH 44060, United States Description: Board Member and Chair of the United Way of Lake County's affinity group, Women United

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-19
• S63 Uniform Securities Agent State Law Examination
  2020-06-15

Other Names

• Kerry Bliss