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2000 Auburn Drive Suite 415, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-10-21 |
Branch Locations
2000 Auburn Drive Suite 415, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Star Advisory Group Llc | Beachwood | OH | 03/2021 | Present |
| Highland Consulting | Westlake | OH | 06/2020 | 08/2020 |
| Union Home Mortgage | Strongsville | OH | 05/2019 | 08/2019 |
| New Century Capital | Santa Monica | CA | 01/2019 | 05/2019 |
| Union Home Mortgage | Strongsville | OH | 05/2018 | 08/2018 |
| Elite Turfgrass Managemnt | Elyria | OH | 06/2017 | 08/2017 |
| Express | North Olmsted | OH | 04/2016 | 12/2018 |
| Ohio University | Athens | OH | 08/2016 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-19 |
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