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Greenport Financial Advisers Inc. CRD 105328
$72.1M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1376 S. Main St, North Canton, OH 44720 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-11-09 |
| OH | RA | APPROVED | 2012-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greenport Financial Advisers | North Canton | OH | 01/2001 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-28 |
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