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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alexandria | VA | 12/2018 | 02/2019 |
| Unemployed | Alexandria | VA | 06/2018 | 12/2018 |
| Bishop Ireton - Diocese Of Arlington | Alexandria | VA | 08/2017 | 06/2018 |
| Waynesburg University | Waynesburg | PA | 01/2016 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 03/2019 | 06/2020 |
| Bank Of America, N.A. | Vienna | VA | 04/2019 | 06/2020 |
| Clear Mountain Bank | Morgantown | WV | 06/2020 | 12/2025 |
| Lpl Financial Llc | Morgantown | WV | 07/2020 | Present |
| Stratos Wealth Partners, Ltd. | Sewickley | PA | 12/2025 | Present |
1) 05/31/2022 - Addleo Properties - Not Investment Related - Home Based - Real Estate Rental - Start Date - 07/02/2022 - 0 Hours Per Month/ 0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-19 |
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