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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio Public Employees Retirement System | Columbus | OH | 08/2014 | 06/2018 |
| Mahoning County | Youngstown | OH | 07/2018 | 04/2021 |
| Unemployed | Youngstown | OH | 05/2021 | 08/2021 |
| Ecmsi | Struthers | OH | 09/2021 | 08/2022 |
| First Energy Corporation | Akron | OH | 08/2022 | 03/2025 |
| Trivium Packaging | Youngstown | OH | 05/2025 | 07/2025 |
| Edelman Financial Engines | Santa Clara | CA | 07/2025 | 09/2025 |
| Edelman Financial Engines | Santa Clara | CA | 01/2026 | Present |
| Magnit | Canfield | OH | 09/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-05 |
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