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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 | 2020-06-17 |
Branch Locations
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
6801 Brecksville Rd Door N, Cleveland, OH 44685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walsh University | Canton | OH | 05/2015 | 05/2019 |
| Toys "R" Us | Fairlawn | OH | 11/2016 | 01/2017 |
| Diebold Nixdorf | Canton | OH | 10/2017 | 05/2019 |
| Cbiz | Cleveland | OH | 08/2019 | Present |
A portion of his time is dedicated to a role providing non-investment related services for the parent company, CBIZ Inc. and its affiliated entities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-01 |
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