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One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-09 |
Branch Locations
One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • United States
65 East State Street Suite 2000, Columbus, OH 43215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Menards | Lewis Center | OH | 05/2020 | 08/2020 |
| Envisage Wealth | Worthington | OH | 09/2021 | 05/2024 |
| Unknown | Lewis Center | OH | 08/2020 | 09/2021 |
| Unknown | Lewis Center | OH | 01/2016 | 05/2020 |
| Clearcourse Wealth Advisors | Columbus | OH | 05/2024 | 09/2025 |
| Schneider Downs Wealth Management Advisors, Lp | Columbus | OH | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-12 |
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