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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-21 |
Branch Locations
6050 Oak Tree Blvd Suite 320, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2024 | Present |
| University School | Shaker Heights | OH | 06/2015 | 07/2018 |
| Gesu Catholic School | University Heights | OH | 09/2016 | 03/2019 |
| Shaker Heights Country Club | Shaker Heights | OH | 05/2019 | 08/2021 |
| Door Dash | Shaker Heights | OH | 05/2020 | 02/2023 |
| Fifty West Brewing Company | Cincinnati | OH | 01/2021 | 12/2023 |
| Hyde Park Country Club | Cincinnati | OH | 05/2022 | 09/2022 |
| Proformex | Cleveland | OH | 05/2023 | 08/2023 |
| Cleveland Skating Club | Shaker Heights | OH | 01/2024 | Present |
| Unemployed | Shaker Heights | OH | 04/2019 | 04/2019 |
1) Cleveland Skating Club - Tennis Pro Not Investment Related - Shaker Height, OH - 1/2024 - 24hrs/mth. 2) Independent Agent Outside Fixed Insurance Appointment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-18 |
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