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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | South Euclid | OH | 11/2020 | 11/2021 |
| J.P. Morgan Securities Llc | South Euclid | OH | 03/2021 | 11/2021 |
| Amazon | Euclid | OH | 08/2020 | 02/2021 |
| Pnc Bank, N.A. | Woodmere | OH | 09/2014 | 10/2019 |
| Unemployed | Bedford Heights | OH | 11/2019 | 07/2020 |
| Fidelity Investments | Woodmere Village | OH | 11/2021 | 08/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 08/2025 |
| Unemployed | Woodmere | OH | 09/2025 | 11/2025 |
| Dollar Bank, Fsb | Beachwood | OH | 01/2026 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 01/2026 | Present |
| Cetera Investment Advisers Llc | Beachwood | OH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-03 |
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