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Current Employers
Schneider Downs Wealth Management Advisors, Lp

One Ppg Place, Suite 1700, Pittsburgh, PA 15222 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-02-09
  • OH RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2020 → 08/2020
    Menards
    Lewis Center, OH
  • 09/2021 → 05/2024
    Envisage Wealth
    Worthington, OH
  • 08/2020 → 09/2021
    Unknown
    Lewis Center, OH
  • 01/2016 → 05/2020
    Unknown
    Lewis Center, OH
  • 05/2024 → 09/2025
    Clearcourse Wealth Advisors
    Columbus, OH
  • 09/2025 → Present
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-12
  • S65 Uniform Investment Adviser Law Examination
    2026-01-12

View on SEC IAPD

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