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6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-01-03 |
Branch Locations
6 West 3Rd St. Ste 100, Mansfield, OH 44902 • United States
1684 Medina Road Suite 100, Medina, OH 44256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Wealth Management | Westlake | OH | 04/2021 | 01/2022 |
| Leviathan Group Llc | Monroe | MI | 11/2020 | 03/2021 |
| Howard Hanna | Brecksville | OH | 03/2021 | 06/2021 |
| Miami University | Oxford | OH | 11/2017 | 11/2020 |
| Baldwin Wallace University | Berea | OH | 08/2015 | 05/2017 |
| Brunswick Recreation Center | Brunswick | OH | 05/2017 | 11/2017 |
| Pinnacle Wealth Planning Services, Inc. | 1684 Medina Road | OH | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-24 |
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