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5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-01-16 |
Branch Locations
6801 Brecksville Rd Door N, Cleveland, OH 44131 • United States
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbiz | Cleveland | OH | 05/2018 | Present |
| Ashland University | Ashland | OH | 09/2018 | 12/2018 |
| Ashland University | Ashland | OH | 01/2017 | Present |
| Kent State | Kent | OH | 08/2015 | 12/2016 |
| Cbiz | Cleveland | OH | 05/2017 | 08/2017 |
| Pete Laikos | Wadsworth | OH | 06/2013 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-11 |
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