Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
JOHN EDWARD DANCH
CRD#: 4881240
IA
Investment Adviser
B
Broker
ANCORA FAMILY WEALTH ADVISORS, LLCCRD#: 124845 6060 PARKLAND BOULEVARD
SUITE 200
CLEVELAND, OH 44124
INVERNESS SECURITIES, LLCCRD#: 129914 6060 Parkland Blvd
Suite 200
Cleveland, OH 44124
Registration History
200420062008201020122014201620182020202220242026IAANCORA FAMILY WEALTH ADVISORS, LLC (CRD# 124845)2020 - Present (4 years)IAANCORA RETIREMENT PLAN ADVISOR... (CRD# 31256)2007 - Present (17 years)BINVERNESS SECURITIES, LLC (CRD# 129914)2016 - Present (8 years)BSAFEGUARD SECURITIES, INC. (CRD# 31256)2007 - 2017 (10 years)BWATERSTONE FINANCIAL GROUP, INC. (CRD# 10078)2004 - 2007 (2 years)IAWATERSTONE FINANCIAL GROUP, INC. (CRD# 10078)2005 - 2007 (1 year)
License(s)

State Registrations

B
Arizona 8/6/2021
B
Maryland 7/30/2019
B
Connecticut 9/19/2023
B
New York 3/2/2022
B
Delaware 1/5/2023
IA
Ohio 5/10/2007
B
Georgia 3/23/2021
B
Ohio 10/24/2017
B
Illinois 10/10/2022
B
Pennsylvania 10/24/2017
B
Indiana 12/13/2024
B
Tennessee 7/12/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ANCORA FAMILY WEALTH ADVISORS, LLC (CRD#:124845)
6060 PARKLAND BOULEVARD SUITE 200, CLEVELAND, OH 44124
Registered with this firm since 6/19/2020
IA
ANCORA RETIREMENT PLAN ADVISORS, LLC (CRD#:31256)
6060 PARKLAND SUITE 200, CLEVELAND, OH 44124
Registered with this firm since 5/10/2007
B
INVERNESS SECURITIES, LLC (CRD#:129914)
6060 Parkland Blvd Suite 200, Cleveland, OH 44124
6060 PARKLAND BLVD STE 200, CLEVELAND, OH 44124
Registered with this firm since 12/13/2016
Previous Registration(s)
th hidden textth hidden textNameLocation
B
 05/09/2007 - 10/27/2017 SAFEGUARD SECURITIES, INC. (CRD#:31256) MAYFIELD HEIGHTS, OH
IA
 06/06/2005 - 05/11/2007 WATERSTONE FINANCIAL GROUP, INC. (CRD#:10078) BEACHWOOD, OH
B
 12/08/2004 - 05/11/2007 WATERSTONE FINANCIAL GROUP, INC. (CRD#:10078) BEACHWOOD, OH
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.