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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-18 |
| OH | RA | APPROVED | 2024-08-29 |
Branch Locations
6000 Freedom Square Dr Suite 350, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Cleveland | OH | 08/2018 | 03/2019 |
| Mml Investors Services | Cleveland | OH | 09/2018 | 03/2019 |
| Flourishing Leadership Institute | Hudson | OH | 07/2016 | 04/2018 |
| Unemployed | Cleveland | OH | 04/2018 | 08/2018 |
| Raymond James Financial Services, Inc. | Independence | OH | 05/2024 | Present |
| Northern Trust Company | Cleveland | OH | 03/2019 | 04/2024 |
| Longview Financial Partners | Independance, | OH | 05/2024 | Present |
LongView Financial Partners, 6000 Freedom Square Dr Ste 350, Independance, OH, Support Company Non-Owner, Associate/Employee, Not investment related, Started: 05/01/2024, 81+ hrs. per month, 41+ hrs. during trading hrs., Duties: I am a wealth advisor at LongView Financial Partners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-21 |
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