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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-09 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
166 Crocker Park Blvd, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Southern Life | Willoughby | OH | 07/2019 | 05/2020 |
| W&S Brokerage Services | Cincinnati | OH | 10/2019 | 05/2020 |
| Cintas | Painesville | OH | 08/2017 | 05/2019 |
| Trinity Training | Mentor | OH | 03/2008 | 06/2017 |
| The Huntington National Bank | Mayfield Heights | OH | 05/2020 | 01/2021 |
| The Huntington Investment Company | Columbus | OH | 06/2020 | 01/2021 |
| The Huntington Investment Company | Columbus | OH | 01/2021 | 05/2022 |
| The Huntington National Bank | Mayfield Heights | OH | 05/2020 | 05/2022 |
| Ubs Financial Services.iNc | Pepper Pike | OH | 05/2022 | 06/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cleveland | OH | 07/2024 | 09/2025 |
| Leaf Filter | Oakwood Village | OH | 06/2023 | 10/2023 |
| Curb Appeal Roofing | Richmond Heights | OH | 01/2024 | 05/2024 |
| Home Genius Exteriors | Hudson | OH | 05/2024 | 07/2024 |
| Fern Exposition Services | Cleveland | OH | 04/2015 | 10/2019 |
| Progressive Corporation | Mayfield Village | OH | 06/2017 | 08/2017 |
| Meijer Stores | Mentor | OH | 03/2020 | 04/2020 |
| Bank Of America, N.A. | Cleveland | OH | 10/2024 | 09/2025 |
| Keybank N A | Cleveland | OH | 09/2025 | Present |
| Key Investment Services, Llc | Brooklyn | OH | 01/2026 | Present |
ZERO DRIFT, LLC. -POSITION: null NATURE: wellness company that focuses on physical fitness, mental health, and personal development on a consultative basis INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2024. ADDRESS: 1384 Oakwood Trl, Painesville OH 44077, United States- DESCRIPTION: The idea is influencer based, creating content for social media. through the educational reels the viewer will have the ability to purchase products through affiliate marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-24 |
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