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10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-03 |
Branch Locations
1300 East 9Th, Suite 1900, Cleveland, OH 44114 • United States
10 East 53Rd Street 14Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Glenmede Trust Company Na | Beachwood | OH | 08/2019 | 03/2025 |
| Joseph D Carney And Associates | Westlake | OH | 06/2018 | 08/2018 |
| Onx Usa Llc | Mayfield Heights | OH | 05/2017 | 08/2017 |
| Case Western Reserve School Of Law | Cleveland | OH | 08/2016 | 05/2019 |
| Gfp Private Wealth | Cleveland | OH | 03/2025 | 01/2026 |
| Arax Advisory Partners, Llc | Denver | CO | 02/2026 | Present |
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