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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-06-15 |
Branch Locations
5480 Corporate Drive Suite 100, Troy, MI 48098 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Farmington Hills | MI | 05/2014 | 10/2018 |
| Wells Fargo Clearing Services, Llc | Farmington Hills | MI | 05/2014 | 10/2018 |
| Rbc Capital Markets, Llc | Bloomfield | MI | 10/2018 | 10/2020 |
| City National Bank | Bloomfield | MI | 01/2019 | 10/2020 |
| Cirrus Wealth Management | Cleveland | OH | 10/2020 | 07/2023 |
| Triad Advisors | Norcross | GA | 10/2020 | 06/2023 |
| Sequoia Financial Group, Llc | Akron | OH | 06/2023 | Present |
1)Real estate license;not investment related;3155 W Big Beaver,Suite 106A,Troy,MI 48084;real estate;owner-passive;08/1990;.5 hrs/month;0 hrs during trading;inactive real estate license held in escrow in the state of MI 2)Trustee;investment related;management of my mother's trust;trustee;5/2014;2 hr/month;.1 hr during trading;manage portfolio and pay bills
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-26 |
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