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159 Crocker Park Blvd., Suite 350, Cleveland, OH 44145-8132 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-27 |
Branch Locations
159 Crocker Park Blvd., Suite 350, Cleveland, OH 44145-8132 • United States
14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-05-26 |
Branch Locations
213 Draperton Drive Suite A, Ridgeland, MS 39157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Home Depot | Cleveland | OH | 09/2020 | 11/2020 |
| Holigan Communities Inc | Dallas | TX | 08/2018 | 08/2020 |
| Baylor University | Waco | TX | 09/2014 | 06/2018 |
| Lrj Consulting | Solon | OH | 12/2020 | 08/2022 |
| Highland Consulting Associates | Cleveland | OH | 08/2022 | 01/2026 |
| Balefire, Llc | Ridgeland | MS | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-15 |
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