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1301 East 9Th Street Suite 2900, Cleveland, OH 44114-3179 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-11-02 |
Branch Locations
1301 East 9Th Street Suite 2900, Cleveland, OH 44114-3179 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Emerald Asset Management, Inc. | Leola | PA | 10/2015 | 10/2017 |
| Boyd Watterson Asset Management, Llc | Cleveland | OH | 09/2017 | Present |
| Northern Lights Distributors, Llc | Omaha | NE | 01/2018 | 03/2023 |
| Quasar Distributors, Llc | Aurora | OH | 04/2024 | Present |
1). Boyd Watterson Asset Management; Investment Related; Cleveland, OH; Asset Management; EXECUTIVE VICE PRESIDENT, HEAD OF ADVISOR CHANNEL; Head of Advisor Distribution for Platforms; Start: 9/3/2017; 160 Hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-04 |
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