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4604 Timber Commons Drive, Sandusky, OH 44870 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-09-23 |
Branch Locations
5070 Waterford Drive, Sheffield Village, OH 44035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Pepper Pike | OH | 05/2017 | 02/2021 |
| Citizens Bank | Solon | OH | 06/2016 | 05/2017 |
| Citizens Securities, Inc. | Solon | OH | 06/2016 | 05/2017 |
| Great Lakes Retirement, Inc. | Sandusky | OH | 04/2021 | Present |
Junior Achievement Cleveland / 1422 Euclid Ave Suite 952, Cleveland, Ohio 44115 / United States / Cleveland / No / Educational Establishment / Childrens Education / Young Professionals Board member and Volunteer / Volunteer in Classrooms, attend board meetings, and volunteer / No / Start Date 10/17/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-11 |
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