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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-06-05 |
Branch Locations
13374 Ridge Road, North Roylaton, OH 44133 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-06-01 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed Ins & Mutual Fund Sales | N. Royalton | OH | 02/1983 | Present |
| James E. Gaydosh | North Royalton | OH | 02/1983 | Present |
| Capital Analysts, Incorporated | Cleveland | OH | 10/1992 | Present |
| Lincoln Investment | North Royalton | OH | 06/2012 | Present |
VALUED CAPITAL ADVISORS POSITION: OWNER NATURE: SALES AND SERVICE INVESTMENT RELATED: YES NUMBER OF HOURS: 25 INVESTMENT RELATED HOURS: 20 START DATE: 06/01/2012 ADDRESS: 13374 RIDGE ROAD, NORTH ROYALTON OH 44133 DESCRIPTION: FIXED LIFE, HEALTH, ANNUITY, LONG TERM CARD AND DISABILITY INCOME INSURANCE SALES AND SERVICE. BEAT THE STREETS CLEVELAND POSITION: Board Vice Chair NATURE: non profit youth organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 7621 Old Rockside Rd., Cleveland OH 44131, United States DESCRIPTION: Help to determine activities to benefit the youth of Cleveland CAPITAL ANALYSTS OF OHIO POSITION: Owner NATURE: Client support and office administration INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2010 ADDRESS: 13374 Ridge Road, North Royalton OH 44133, United States DESCRIPTION: Overseeing activity of staff RFG,LLC POSITION: 50% Owner NATURE: real estate ownership and rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/18/2002 ADDRESS: 13374 Ridge Road, North Royalton OH 44133, United States DESCRIPTION: Occasional discussions on rent renewals and building maintenance issues.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-12-02 |
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