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6055 Rockside Woods Blvd. Suite 330, Independence, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-13 |
Branch Locations
6055 Rockside Woods Blvd. Suite 330, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fairway Wealth Management Llc | Independence | OH | 08/2025 | Present |
| The Ohio State University Golf Club | Columbus | OH | 04/2025 | 07/2025 |
| Cerity Partners | Cleveland | OH | 05/2024 | 08/2024 |
| Parker Hannifin | Mayfield Heights | OH | 05/2023 | 08/2023 |
| The Ohio State University | Columbus | OH | 08/2021 | 05/2025 |
| Hastings Water Works | Brecksville | OH | 04/2021 | 08/2022 |
| Sapphire Creek | Chagrin Falls | OH | 04/2019 | 08/2021 |
| Kenston High School | Chagrin Falls | OH | 08/2017 | 05/2021 |
| Kenston Middle School | Chagrin Falls | OH | 08/2014 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-08 |
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