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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-10 |
| CT | RA | APPROVED | 2023-08-24 |
| FL | RA | APPROVED | 2019-11-26 |
| OH | RA | APPROVED | 2018-02-23 |
Branch Locations
226 Crocker Park Blvd Ste 200, Westlake, OH 44145 • United States
3731 Boardman-Canfield Rd Ste C, Canfield, OH 44406 • United States
8 Two Mile Rd 1St Fl, Farmington, CT 06032 • United States
Avon Lake, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Canfield | OH | 06/2007 | 02/2018 |
| Bank Of America,Na | Confield | OH | 11/2009 | 02/2018 |
| Wells Fargo Clearing Services Llc | Canfield | OH | 01/2018 | Present |
COMMUNITY FOUNDATION OF LORAIN COUNTY, INVT RELATED, ELYRIA, OH, INVESTMENT COMMITTEE MEMBER, START DATE 8/8/2023, 0.5 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, PROVIDING GUIDANCE AND FEEDBACK BASED UPON RECOMMENDATIONS SOURCED AND PRESENTED BY OUTSIDE CONSULTANT. COMMUNITY FOUNDATION OF LORAIN COUNTY, INVT RELATED, ELYRIA, OH, CHAIR OF INVESTMENT COMMITTEE. START DATE 1/1/2025, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, PROVIDING GUIDANCE AND FEEDBACK BASED UPON THE RECOMMENDATIONS SOURCED AND PRESENTED BY MARQUETTE, WORKING WITH THE FOUNDATIONS LEADERSHIP TO PLAN COMMITTEE SCHEDULE AND HELP WITH THE CADENCE OF THE COMMITTEE MEETINGS, REPORTING BACK TO THE FOUNDATION BOARD THE HIGHLIGHTS OF BOARD MEETINGS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-24 |
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