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401 N. Michigan Avenue Suite 610, Chicago, IL 60611-5584 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-01 |
| IL | RA | APPROVED | 2026-03-12 |
| OH | RA | APPROVED | 2026-02-26 |
Branch Locations
401 N. Michigan Avenue Suite 610, Chicago, IL 60611-5584 • United States
20046 Walker Road, Suite 15, Shaker Heights, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meaden & Moore Financial Services, Ltd. | Cleveland | OH | 02/2021 | 02/2026 |
| Unemployed | Huron | OH | 05/2020 | 02/2021 |
| Miami University | Oxford | OH | 08/2016 | 05/2020 |
| Theodore Roosevelt Medora Foundation | Medora | ND | 05/2019 | 08/2019 |
| Plum Brook Country Club | Sandusky | OH | 05/2016 | 05/2018 |
| Koonsfuller, Pc | Houston | TX | 05/2018 | 08/2018 |
| Avantax Investment Services, Inc. | Cleveland | OH | 03/2021 | 09/2025 |
| Avantax Advisory Services | Cleveland | OH | 03/2021 | 09/2025 |
| Meaden & Moore Financial Services, Ltd. | Cleveland | OH | 07/2021 | 02/2026 |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Cleveland | OH | 02/2021 | 09/2025 |
| Cetera Wealth Services, Llc | Cleveland | OH | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Ocm Private Wealth Dba Arena Private Wealth | Cleveland | OH | 02/2026 | Present |
1) INSURANCE AGENT. ADDRESS: CLEVELAND, OH. INVESTMENT-RELATED. START DATE: 07/2021. 5 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-26 |
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