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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Cbiz Financial Solutions, Inc. | Cleveland | OH | 08/2005 | 12/2017 |
| Cabot Lodge Securities Llc | New York | NY | 11/2019 | 03/2020 |
| Unemployed | Shaker Heights | OH | 12/2017 | 02/2018 |
| Relm Consulting, Llc | Shaker Heights | OH | 02/2018 | 02/2022 |
| Cl Wealth Management Llc | New York | NY | 11/2019 | 03/2020 |
| Kingswood Capital Partners Llc | Shaker Heights | OH | 01/2022 | 02/2022 |
| Kingswood Wealth Advisors Llc | Shaker Heights | OH | 01/2022 | 02/2022 |
| Fidelity Investments | Jacksonville | FL | 02/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-22 |
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