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207 South Main Street, Poland, OH 44514 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-07 |
| PA | RA | APPROVED | 2026-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Propel Schools | Pittsburgh | PA | 08/2015 | 08/2017 |
| Ellwood City Schools | Ellwood City | PA | 08/2017 | 08/2021 |
| Willow And Grace | New Castle | PA | 08/2020 | 08/2023 |
| Autosoft | West Middlesex | PA | 09/2023 | 11/2024 |
| Total Financial Management | Poland | OH | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-04 |
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