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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 | 2020-05-12 |
Branch Locations
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
6801 Brecksville Rd Door N, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ehrnfelt Recreation Center | Strongsville | OH | 12/2012 | Present |
| St. Albert The Great Parish | North Royalton | OH | 06/2015 | Present |
| Bartenza | Strongsville | OH | 08/2016 | Present |
| Cbiz Financial Solutions Inc. | Independence | OH | 05/2018 | Present |
| Cleveland Metroparks | Cleveland | OH | 04/2016 | 08/2017 |
| John Carroll University | University Heights | OH | 08/2014 | 06/2019 |
Catholic Diocese of Cleveland, Cleveland, Pianist. Less than 5 hours/month. Non-investment. Zero trading hours. Bartenza, Strongsville. Server/Bartender. Less than 10 hours a month. Non-investment. Zero trading hours. Ehrnfelt Recreation Center, Strongsville. Weekend supervisor. 10 hours a month. Non-investment. Zero trading hours. Compound LLC, Berea Ohio, part owner in real estate cabin (air bnb) and proceeds from rental as compensation, 10 hours a month, Non-investment, Zero Trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-05 |
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