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5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-12 |
Branch Locations
5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Partners Ltd | Independence | OH | 06/2025 | Present |
| Sherwin Williams | Cleveland | OH | 04/2023 | 04/2024 |
| Cleveland Clinic | Independence | OH | 05/2024 | 08/2024 |
| John Caroll University | University Heights | OH | 08/2021 | 05/2025 |
| Hudson High School | Hudson | OH | 08/2017 | 05/2021 |
| Hudson Middle School | Hudson | OH | 08/2014 | 05/2017 |
| Swensons | Stow | OH | 05/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-21 |
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