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2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-09 |
Branch Locations
2000 Auburn Drive, One Chagrin Highlands Suite 200, Beachwood, OH 44122 • United States
2030 1St Avenue 3Rd Floor, Seattle, WA 98121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighton Jones | Beachwood | OH | 05/2026 | Present |
| Nca Financial Planners | Mayfield Heights | OH | 06/2020 | 01/2022 |
| Nca Financial Planners | Mayfield Heights | OH | 06/2019 | 08/2020 |
| Park Place Technologies | Mayfield Heights | OH | 06/2018 | 08/2018 |
| Harman Construction | Novelty | OH | 05/2017 | 08/2017 |
| Drive My Way | Chagrin Falls | OH | 12/2017 | 07/2018 |
| Fowlers Mill Golf Course | Chesterland | OH | 10/2014 | 10/2016 |
| Royal Alliance Associates, Inc. | Mayfield Hts | OH | 09/2020 | 11/2022 |
| John Carroll University | University Heights | OH | 08/2016 | 05/2020 |
| Sequoia Financial Group | Mayfield | OH | 01/2022 | 08/2023 |
| Domain Money Advisors, Llc | New York | NY | 08/2023 | 10/2024 |
| Independence Wealth Advisors, Llc | Independence | OH | 10/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-22 |
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