Geoffrey R. Kujawa

THUNDERBIRD FINANCIAL COACHING

Sylvania, OH 43560

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CRD#: 6464930

Professional summary

Geoffrey R Kujawa is a registered financial advisor currently at THUNDERBIRD FINANCIAL COACHING located in Sylvania, Ohio.

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Geoffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I CURRENTLY WORK FULL-TIME AS A BUYER FOR A CHAIN OF GROCERY STORES. THE COMPANY'S NAME IS LM ACQUISITION, INC. (DBA NEW MARKETS). THE ADDRESS IS 7318 INTERNATIONAL DRIVE, SUITE A HOLLAND, OHIO 43528. THE BUSINESS IS NOT INVESTMENT-RELATED; IT IS A CHAIN OF GROCERS. I HAVE BEEN EMPLOYED THERE AS OF MARCH 28, 2011. I WORK APPROXIMATELY 200 HOURS/MONTH AT THIS JOB, NEARLY ALL OF WHICH ARE DURING SECURITIES TRADING HOURS. I AM RESPONSIBLE FOR COMMUNICATION BETWEEN OUR CORPORATE OFFICE AND OUR SIX STORES, EXECUTING OUR PRICING TO STORE LEVEL, PROCURING PRODUCT FOR THE STORES, AND HELPING OUR MARKETING TEAM WRITE OUR WEEKLY ADS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey R Kujawa's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 20, 2015 - Present

THUNDERBIRD FINANCIAL COACHING

Office #1: 6015 Glenbeigh Dr, Sylvania, OH 43560

RIA

CRD#: 175429

Sylvania, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(4/20/2015)

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Exams

State Security Law Exam

IAR

Series 65

Date: 2/9/2015

Uniform Investment Adviser Law Examination

Current Firm

THUNDERBIRD FINANCIAL COACHING

KUJAWA GEOFFREY R | THUNDERBIRD FINANCIAL COACHING, LLC | THUNDERBIRD FINANCIAL COACHING | KUJAWA, GEOFFREY RICHARD

CRD#: 175429 / SEC#:

Ohio

Registered Investment Advisory firm - (4/17/2015 Approved)

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Contact information

Main Address

6015 Glenbeigh Dr, Sylvania, OH 43560

Mailing Address

Phone number

(567) 686-2032

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Geoffrey R. Kujawa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey R Kujawa's CRS (Customer Relationship Summary).

Certified licenses

Experience

THUNDERBIRD FINANCIAL COACHING

State Registrations and Notice Filings

Exams

Series 65

Date: 2/9/2015

Current Firm

THUNDERBIRD FINANCIAL COACHING

Contact information

Documents

Red Flags

Company Information

THUNDERBIRD FINANCIAL COACHING

TRUST BUT VERIFY

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