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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-15 |
Branch Locations
25550 Chagrin Blvd Ste 310, Beachwood, OH 44122 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Edward High School | Lakewood | OH | 01/2016 | 06/2020 |
| Ethos Hospitality Group - Townhall | Cleveland | OH | 06/2019 | Present |
| The Ohio State University | Columbus | OH | 08/2020 | 05/2024 |
| Dwr Financial / Turney Tax | Independence | OH | 10/2024 | 04/2025 |
| Oppenheimer & Co. Inc | Beachwood | OH | 12/2025 | Present |
1.NOT INVESTMENT RELATED. 1909 W.25TH ST. - 1909 W.25TH ST., CLEVELAND, OHIO 44113. HOURS: 12 HOURS PER WEEK, OUTSIDE OF MON-FRI 9-5 HOURS 2.NOT INVESTMENT RALTAED. FWD FLATS 2025, 1176 FRONT AVE, CLEVELAND, OHIO 44113. HOURS: 8 HOURS PER WEEK, OUTSIDE OF MON-FRI 9-5 HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-14 |
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