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600 Superior Avenue East Suite 2550, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-11 |
Branch Locations
600 Superior Avenue East Suite 2550, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shaker Investments Llc | Beachwood | OH | 06/2015 | 03/2026 |
| Cleveland Wealth, Llc | Cleveland | OH | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-23 |
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