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2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-26 |
| TX | RA | APPROVED | 2024-06-25 |
Branch Locations
2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
5885 Landerbrook Dr., Suite 200, Cleveland, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Westlake | OH | 06/2012 | 08/2022 |
| Charles Schwab Bank | Westlake | OH | 05/2014 | 08/2022 |
| Cadaret, Grant & Co., Inc. | Cleveland | OH | 09/2022 | 06/2024 |
| Cedar Brook Financial Partners, Llc | Cleveland | OH | 09/2022 | 06/2024 |
| Ses Llc | Cleveland | OH | 06/2024 | Present |
| Seia Llc | Cleveland | OH | 06/2024 | Present |
INSURANCE LICENSE - PRODUCER POSITION: Insurance License Holder NATURE: Insurance sales & service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 6/17/2024 ADDRESS: 5885 Landerbrook Dr., Suite 200, Cleveland OH 44124, United States DESCRIPTION: Insurance sales and service consistent with financial planning. SEIA LLC POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/17/2024 ADDRESS: 5885 Landerbrook Dr., Suite 200, Cleveland OH 44124, United States DESCRIPTION: RIA sales & service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-15 |
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