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5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-09-14 |
Branch Locations
5100 Poplar Ave 30Th Floor, Memphis, TN 38018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gavion Llc | Memphis | TN | 10/2013 | 07/2019 |
| Cbiz Ias | Memphis | TN | 07/2019 | 06/2021 |
| Preserver Partners | Memphis | TN | 07/2021 | 08/2022 |
| Cbiz | Memphis | TN | 09/2022 | Present |
Sales consultant for BeautyCounter; receives commissions based on sales. Approx. 1-2 hours per month; 0 hours during trading hours. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-15 |
| S66 | Uniform Combined State Law Examination | 1998-03-23 |
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