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22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-16 |
| OH | RA | APPROVED | 2025-11-28 |
Branch Locations
22901 Millcreek Blvd. Suite 225, Cleveland, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Journey Wealth | Beachwood | OH | 10/2022 | Present |
| Third Federal Savings & Loan | Cleveland | OH | 06/2019 | 09/2022 |
| Third Federal Savings & Loan | Cleveland | OH | 05/2018 | 08/2021 |
| Courtside Pizza | Athens | OH | 10/2017 | 05/2019 |
| Hudson Country Club | Hudson | OH | 05/2017 | 08/2018 |
| Sand Ridge Country Club | Chardon | OH | 01/2014 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-28 |
| S66 | Uniform Combined State Law Examination | 2024-07-19 |
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