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2995 Lincoln Boulevard, Cleveland Heights, OH 44118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2005-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Qterra Capital Management, Llc | Cleveland Heights | OH | 05/2005 | 01/2021 |
| Oberlin College | Oberlin | OH | 04/2005 | Present |
| Night Sky Capital Management, Llc | Cleveland | OH | 01/2021 | Present |
Investment Director at a Family Office (IPB). Investment related. Manage the family's marketable security portfolio. Started in 2020. Approximately 180 hours per month, including security trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-25 |
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