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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-29 |
| OH | RA | APPROVED | 2025-10-28 |
Branch Locations
30050 Chagrin Blvd Suite 300, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kirtland Country Club | Willoughby | OH | 11/2018 | 08/2020 |
| Giant Eagle, Inc | Willowick | OH | 02/2021 | 02/2024 |
| Crosscountry Mortgage | Cleveland | OH | 02/2024 | 03/2024 |
| Red Wine & Brew | Mentor | OH | 04/2024 | 04/2025 |
| Cleveland State | Cleveland | OH | 08/2021 | 05/2024 |
| University Of Akron | Akron | OH | 09/2020 | 06/2021 |
| Eastlake North High School | Eastlake | OH | 09/2016 | 06/2020 |
| Equitable Advisors, Llc | Cleveland | OH | 03/2025 | 09/2025 |
| Stifel | Pepper Pike | OH | 10/2025 | Present |
1. Western Reserve Distillers; 14221 Madison Ave Lakewood, OH 44107; restaurant/distillery; Food running/server; Prep with food and also helping with serving/running food and drinks; 01/28/2026; 20hrs/wk; Not during securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-10 |
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