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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-23 |
Branch Locations
3201 Enterprise Pkwy, Ste 100, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Area High School | Mercer | PA | 08/2014 | 06/2018 |
| John Carroll University | University Heights | OH | 02/2018 | 06/2022 |
| Walden Wealth Partners/Wealthspire Adviors | Beachwood | OH | 06/2022 | Present |
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