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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-16 |
Branch Locations
3500 Embassy Parkway, Suite 100, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates Dba Cirrus Wealth Management | Westlake | OH | 01/2015 | 04/2018 |
| Cirrus Wealth Management | Cleveland | OH | 03/2016 | Present |
| Triad Advisors Llc | Norcross | GA | 04/2018 | 06/2023 |
| Sequoia Financial Group, Llc | Akron | OH | 06/2023 | Present |
1)Cirrus Wealth Management;investment related;6060 Rockside Woods Blvd,Ste 141,Cleveland,OH;dba and RIA;senior client relationship manager;1/1/2015;160 hrs/month;6.5 hrs during trading;help service high net worth clients,place trades and RIA Chief Compliance Officer
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-30 |
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