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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-27 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Pittsford, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newman Management Consulting | Pittsford | NY | 08/2023 | 02/2025 |
| Bassich & Associates (Dba Actel Advisory Group) | Rochester | NY | 01/2023 | 08/2023 |
| Final Gift (Dba Gateway Services) | Pittsford | NY | 06/2021 | 01/2023 |
| Genuent Global | Rochester | NY | 07/2019 | 06/2021 |
| Ranstand | Liverpool | NY | 01/2018 | 07/2019 |
| Raymour & Flanigan | Liverpool | NY | 01/2017 | 01/2018 |
| Coty, Inc, Sales | Liverpool | NY | 01/2016 | 01/2017 |
| Oneseven Dba Stone Creek Advisors | Beachwood | OH | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-21 |
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