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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-10 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
7850 Plaza Blvd., Mentor, OH 44060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cleveland Jet Center | Cleveland | OH | 09/2017 | 12/2019 |
| Atc Industrial Supply | Geneva | OH | 04/2019 | 10/2019 |
| Federal Aviation Administration | Oklahoma City | OK | 06/2018 | 10/2018 |
| Perry Power Plant | Perry | OH | 02/2019 | 04/2019 |
| The Home Depot | Steetsboro | OH | 08/2016 | 09/2017 |
| Yardmaster | Painesville | OH | 05/2017 | 08/2017 |
| Kent State University | Kent | OH | 08/2014 | 05/2018 |
| Northwestern Mutual Investment Services Llc | Cleveland | OH | 03/2021 | 12/2021 |
| Door Dash | Geneva | OH | 06/2021 | 03/2024 |
| Equitable Advisors, Llc | New York | NY | 12/2021 | 02/2024 |
| Flexjet | Cleveland | OH | 12/2019 | 02/2021 |
| Key Investment Services, Llc | Brooklyn | OH | 04/2024 | Present |
| Keybank | Mentor | OH | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-02 |
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