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1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-21 |
| TX | RA | APPROVED | 2025-08-19 |
Branch Locations
1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • USA
One Seagate Suite 1825, Toledo, OH 43604 • United States
1301 East 9Th Street Suite 3700, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The State Bank And Trust Co | Defiance | OH | 10/2014 | 07/2019 |
| Cetera Investment Services Llc | St. Cloud | MN | 12/2014 | 07/2019 |
| Cetera Investment Advisers Llc | Defiance | OH | 01/2015 | 07/2019 |
| Tdc Life | Maumee | OH | 07/2019 | 09/2024 |
| Arrowhead Financial | Maumee | OH | 03/2020 | 11/2024 |
| Epicvanbridge(Tdc) | Maumee | OH | 10/2024 | 05/2025 |
| The Leaders Group Inc | Littleton | CO | 11/2024 | 05/2025 |
| Mcdonald Partners, Llc | Cleveland | OH | 06/2025 | Present |
Licensed Insurance Agent - 06/02/2025 One Seagate, Suite 1825, Toledo, OH 43604 - Licensed Life Insurance Broker; Relationship manager for life insurance; Not Investnent related, Sale of fixed income life/annuity, life and health, LTC, etc. 20 hrs/mo; 20 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
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