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30195 Chagrin Blvd. Suite 360, Pepper Pike, OH 44124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-01 |
Branch Locations
30195 Chagrin Blvd. Suite 360, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbiz Investment Advisory Services Llc | Cleveland | OH | 12/2018 | 10/2021 |
| Sequoia Financial Group | Akron | OH | 01/2016 | 11/2018 |
| Student | Strongsville | OH | 01/2009 | 05/2017 |
| Peak Wealth Solutions | Pepper Pike | OH | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-21 |
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