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2000 Auburn Drive Suite 415, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-18 |
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 |
|---|---|---|---|---|
| Sandridge Golf Club | Chardon | OH | 05/2015 | 08/2022 |
| Capps Pizza | Orwell | OH | 12/2018 | 12/2022 |
| Inverness Country Club | Toledo | OH | 08/2021 | 11/2022 |
| Door Dash | Bowling Green | OH | 08/2021 | 12/2022 |
| Dan Kaminsky Cpa | Burton | OH | 02/2021 | 08/2021 |
| Geauga Financial Advisors | Burton | OH | 05/2022 | 08/2022 |
| Geauga Financial Advisors | Burton | OH | 05/2020 | 08/2020 |
| Bowling Green State University | Bowling Green | OH | 08/2019 | 12/2022 |
| Berkshire High School | Burton | OH | 08/2015 | 05/2019 |
| North Star Advisory Group, Llc | Beachwood | OH | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-01 |
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