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1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-18 |
Branch Locations
1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
999 3Rd Avenue, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakeview Financial Group Llc | Seattle | WA | 04/2017 | 01/2018 |
| Vestboard | Seattle | WA | 02/2016 | 12/2016 |
| Unemployed | Seattle | WA | 01/2017 | 03/2017 |
| Private Ocean | Seattle | WA | 01/2018 | 05/2021 |
| Joslin Capital Advisors, Llc | Bellevue | WA | 05/2021 | 08/2021 |
| Unemployed | Edmonds | WA | 08/2021 | 12/2021 |
| The Clarius Group, Llc | Seattle | WA | 01/2022 | 01/2026 |
| Clearstead | Cleveland | OH | 02/2026 | Present |
--ADMITTED TO WASHINGTON BAR IN JUNE 2004; WASHINGTON BAR LICENSE IS STILL CURRENT BUT NOT ACTIVELY PRACTICING LAW. --LICENSED REAL ESTATE BROKER IN WASHINGTON STATE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-06 |
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