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5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-29 |
Branch Locations
5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
27400 Riverview Center Blvd Suite 3, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federal Reserve Bank Of Philadelphia | Philadelphia | PA | 06/2018 | 08/2019 |
| Finemark National Bank & Trust | Fort Myers | FL | 06/2021 | 08/2025 |
| Venture Visionary Partners Llc | Bonita Springs | FL | 09/2025 | Present |
| Temple University | Philadelphia | PA | 09/2019 | 06/2021 |
| Florida Gulf Coast University | Fort Myers | FL | 08/2021 | 12/2023 |
| Hershey Abstract Settlement Services, Inc. | Hershey | PA | 06/2020 | 05/2021 |
| Bucknell University | Lewisburg | PA | 09/2016 | 05/2019 |
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