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10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-03 |
Branch Locations
1300 E. 9Th Street Suite 1900, Cleveland, OH 44114 • United States
10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Middleburg Heights | OH | 06/2018 | 11/2024 |
| Cleveland Cavaliers | Cleveland | OH | 07/2014 | 03/2017 |
| School | Mentor | OH | 08/2008 | 05/2018 |
| Stratos Wealth Partners, Ltd | Middleburg Heights | OH | 06/2018 | 08/2020 |
| Fourth Dimension Wealth, Llc | Middleburg Heights | OH | 03/2020 | 11/2024 |
| Gries Financial Partners | Cleveland | OH | 12/2024 | 01/2026 |
| Arax Advisory Partners, Llc | Denver | CO | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-27 |
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