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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-07 |
| OH | RA | APPROVED | 2023-05-05 |
Branch Locations
Two Chagrin Highlands, 3000 Auburn Drive Suite 150, Beachwood, OH 44122 • United States
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 |
|---|---|---|---|---|
| Tiaa | Beachwood | OH | 07/2013 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Beachwood | OH | 07/2013 | 11/2020 |
| Equitable Advisors, Llc | New York | NY | 12/2020 | 12/2021 |
| Unemployed | Hubbard | OH | 12/2021 | 05/2022 |
| Td Ameritrade/Charles Schwab | Orange | OH | 06/2022 | 12/2022 |
| Charles Schwab And Co., Inc. | Orange | OH | 07/2022 | 04/2023 |
| Td Ameritrade, Inc. | Orange | OH | 05/2022 | 04/2023 |
| Amerivest Investment Management, Llc | Orange | OH | 06/2022 | 04/2023 |
| Tiaa | Beachwood | OH | 04/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Beachwood | OH | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-20 |
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