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1 Bratenahl Place Suite 1201, Bratenahl, OH 44108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hendrickson | Canton | OH | 04/2017 | 09/2017 |
| Graduate Student | Cleveland | OH | 09/2017 | 12/2018 |
| Kirtland Hills Capital | Cleveland | OH | 09/2017 | Present |
| Lovelytics | Washington Dc | DC | 11/2019 | 08/2021 |
| Paladin Attachments | Akron | OH | 12/2015 | 04/2017 |
| Hyland Software | Westlake | OH | 09/2021 | Present |
1. Other Business Name: Hyland Software 2. Investment Related? No 3. Address of Other Business: 28500 Clemens Road, Westlake, Ohio 44145 4. Nature of Other Business: Software and Data Management 5. Position/Title/Relationship with Other Business: Software Platform Data Engineer 6. Start Date: 09/2021 7. Hours Per Month: 160 8. Market Hours Per Month: 140 - 160 9. Duties Related to Other Business: Data Science Work
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-09 |
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