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1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-13 |
Branch Locations
2929 Walnut Street, Philadelphia, PA 19104 • United States
1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mycio Wealth Partners, Llc | Philadelphia | PA | 05/2012 | 07/2026 |
| Clearstead | Cleveland | OH | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-12 |
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