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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-04 |
| OH | RA | APPROVED | 2022-01-10 |
Branch Locations
30050 Chagrin Boulevard Suite 200, Pepper Pike, OH 44124 • United States
Cleveland Heights, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Westlake | OH | 07/2020 | 12/2021 |
| Jp Morgan Chase & Co | Cleveland | OH | 05/2019 | 08/2019 |
| Ruffalo Noel Levitz | Oxford | OH | 09/2018 | 12/2018 |
| Ubs | Pepper Pike | OH | 07/2018 | 08/2018 |
| Chagrin Valley Athletic Club | Chagrin Falls | OH | 05/2013 | 08/2017 |
| Mackenzie Creamery | Hiram | OH | 08/2012 | 08/2017 |
| Miami University | Oxford | OH | 08/2016 | 05/2020 |
| Ubs Financial Services Inc | Pepper Pike | OH | 01/2022 | Present |
1. The Gathering Place, BeachwoodOhio United States-44122, Charity, Treasurer of the Rising Leaders Council, Assist with tracking the finances of the Rising Leaders Council, start date-8/29/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-30 |
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