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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-11 |
Branch Locations
1350 Euclid Ave Suite 400, Cleveland, OH 44115 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hightower Advisors, Llc | Chicago | IL | 01/2026 | Present |
| Signet Jewelers | Fairlawn | OH | 01/2021 | 12/2025 |
| Pcc Airfoils | Wickliffe | OH | 07/2019 | 12/2020 |
| West Virginia University | Morgantown | WV | 06/2017 | 05/2019 |
| West Virginia University Foundation | Morgantown | WV | 02/2018 | 11/2018 |
| Washington & Jefferson College | Washington | PA | 09/2013 | 05/2017 |
Name of business: Russell Referral Services, LLC Investment Related: Yes Address of business: 12190 Pearl Road, Strongsville, OH 44136 Nature of business: Real Estate Brokerage My position: Real estate agent (referrals only) Title: Real estate agent (referrals only) Start Date: 12/2023 Total hours devoted per month: 0 Hours devoted during trading hours per month: 0 Description of duties: I am licensed a referral agent, meaning I am authorized to make referrals for a fee, but not authorized to represent buyers or sellers in transactions. I have not yet made any referrals to date.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-09 |
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