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60 Eagle Valley Court, Broadview Heights, OH 44147 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2010-04-12 |
| OH | RA | APPROVED | 2008-11-17 |
Branch Locations
60 Eagle Valley Court, Broadview Heights, OH 44147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cunningham & Associates, Cpa'S, Inc. | Broadview Heights | OH | 05/1997 | Present |
| Cunningham Wealth Management | Broadview Heights | OH | 11/2008 | Present |
CPA; SALE OF TRADITIONAL (NON-VARIABLE) LIFE INSURANCE AND FIXED ANNUITIES LIFE SETTLEMENTS-INVESTMENT RELATED-7/2/2007 TO PRESENT-AGENT-ARRANGE FOR LIFE SETTLEMENTS FOR CLIENTS WHEN APPROPRIATE WITH VARIOUS COMPANIES-2 HRS PER MONTH, ALL DURING TRADING HRS SPEAKERS LANE, LLC, RENTING/LEASING, AND/OR MANAGING COMMERICIAL AND/OR RESIDENTIAL REAL ESTATE; VOSS INDUSTRIES-BOARD OF DIRECTORS-1/1/92 TO PRESENT-BOARD MEMBER-2 HRS PER MONTH, DURING TRADING HRS; AMERICAN ROLL FORMED PRODUCTS-BOARD OF DIRECTORS-1/1/96 TO PRESENT-BOARD MEMBER-2 HRS PER MONTH, DURING TRADING HRS, TRUSTEE BELLEVUEW UNITED SELECTIVE FUND, TRUSTEE KRAAK CHARITABLE FOUNDATION, TRUSTEE ROBERT BIRR SCHOLARSHIP FOUNDATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-13 |
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