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4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-02 |
Branch Locations
950 Main Avenue, Suite 1420, Cleveland, OH 44113 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Retirement Partners, Llc | Cleveland | OH | 02/2026 | Present |
| Oswald Financial | Cleveland | OH | 10/2025 | Present |
| Clearstead Advisors | Cleveland | OH | 12/2020 | 09/2025 |
| Td Ameritrade | Orange | OH | 10/2019 | 10/2020 |
| Lifetime Fitness | Beachwood | OH | 04/2019 | 10/2019 |
| Cleveland State University | Cleveland | OH | 08/2017 | 05/2019 |
| Cleveland Cavaliers | Cleveland | OH | 03/2015 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-28 |
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