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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-01-19 |
| TX | RA | APPROVED | 2022-01-19 |
Branch Locations
6050 Oak Tree Blvd Suite 320, Independence, OH 44131 • United States
Hudson, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pepper Pike | OH | 12/2016 | 01/2022 |
| Unemployed | Cleveland | OH | 06/2016 | 12/2016 |
| Bank Of America, N.A. | Pepper Pike | OH | 06/2017 | 01/2022 |
| Equitable Advisors Llc | New York | NY | 01/2022 | Present |
1) Friends of Breakthrough Schools - Board Member non-investment - Cleveland, OH - 01/2020 - 3hrs/mth. 2) Kappa Alpha Psi Fraternity Incorporated - Board Member non-investment - Cleveland, OH - 04/2008 - 10hrs/mth. 3) RHED Investment Properties LLC - Owner non-investment - Hudson, OH - 01/2005 - 8hrs/mth. 4) Kwasi Enterprise LLC - Owner non-investment - Hudson, OH - 01/2002 - 60hrs/mth. 5) 16017 Rockside Road LLC - Owner non-investment - Hudson, OH - 01/2009 - 2hrs/mth. 6) Breadwinners Academy - Board Member non-investment - Cleveland, OH - 01/2024 - 3hrs/mth. 7) Museum of Contemporary Art Cleveland (MoCA) - Board Member & Finance Committee non-investment - Cleveland, OH - 03/2025 - 6hrs/mth. 8) Our Hope, Our Future Giving Circle - Board Member non-investment - Cleveland, OH - 03/2025 - 2hrs/mth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-28 |
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