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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-10 |
| OH | RA | APPROVED | 2026-02-18 |
Branch Locations
1093 Medina Road Suite 202, Medina, OH 44256 • United States
1956 Carter Road Suite 200, Cleveland, OH 44113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | Independence | OH | 07/2014 | 11/2018 |
| Massmutual Life Insurance Co | Cleveland | OH | 10/2025 | Present |
| Mml Investors Services, Llc | Cleveland | OH | 11/2025 | Present |
| Key Bank | Cleveland | OH | 12/2018 | 10/2025 |
NAME: DESH CORP CONSULTING INV REL: Y ADD: 4012 CARDINAL ROAD, AKRON, OH. 44333 NATURE: OWNER OF LEGAL ENTITY FOR TAX PURPOSES POSITION: OWNER START DATE: 03/01/2019 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: OWNERSHIP OF LEGAL ENTITY (S CORP)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-02 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-23 |
| S66 | Uniform Combined State Law Examination | 2011-04-12 |
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