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400 Park Avenue 10Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-16 |
| MI | RA | APPROVED | 2026-01-13 |
| IN | RA | APPROVED | 2026-01-09 |
| OH | RA | APPROVED | 2026-01-09 |
Branch Locations
400 Park Avenue 10Th Floor, New York, NY 10022 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | OH | 03/2022 | 04/2023 |
| Indiana University | Bloomington | IN | 07/2016 | 12/2019 |
| University Of Akron | Akron | OH | 01/2020 | 09/2021 |
| Northwestern Mutual | Cleveland | OH | 10/2021 | 12/2021 |
| Charles Schwab Bank Ssb | Westlake | TX | 03/2023 | 04/2023 |
| American Income Life | Brunswick | OH | 04/2023 | 08/2023 |
| Fidelity Investments | Orange Village | OH | 11/2023 | 12/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 12/2025 |
| Cnr Securities, Llc | Cleveland | OH | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-17 |
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