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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
1115 Tower East 20600 Chagrin Blvd., Shaker Heights, OH 44122 • 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
1115 Tower East 20600 Chagrin Boulevard, Shaker Heights, OH 44122 • United States
Aurora, OH • United States
20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-06-11 |
| TX | RA | APPROVED_RES | 2010-06-10 |
Branch Locations
20600 Chagrin Blvd Suite 1115, Shaker Heights, OH 44122 • United States
Aurora, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Analysts, Incorporated | Cleveland | OH | 02/1986 | Present |
| Capital Advisors Ltd., Llc | Shaker Heights | OH | 06/2010 | Present |
| Lincoln Investment | Shaker Heights | OH | 06/2012 | Present |
| Life Settlements | Shaker Heights | OH | 10/2011 | Present |
FIXED INSURANCE SALES AND SERVICE POSITION: AGENT NATURE: INSURANCE SALES AND SERVICE INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 1 START DATE: 02/01/1986 ADDRESS: 20600 CHAGRIN BLVD, SUITE 1115, SHAKER HEIGHTS OH 44122 DESCRIPTION: INSURANCE SALES AND SERVICE SANDCASTLE PROPERTIES LTD. POSITION: MANAGING MEMBER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 1 START DATE: 08/01/2002 ADDRESS: 775 CLUB DRIVE, AURORA, OH 44202 DESCRIPTION: RENTAL REAL ESTATE MANAGEMENT CAPITAL ADVISORS, LTD., LLC POSITION: Owner and Managing Director NATURE: Investment Advisory Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 06/01/2010 ADDRESS: 20600 Chagrin Blvd., Suite 1115, Shaker Heights OH 44122, United States DESCRIPTION: Investment management and financial planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-21 |
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