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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomas Mcdonald Partners, Llc | Cleveland | OH | 04/2008 | 04/2018 |
| Raymond James & Associates | Beachwood | OH | 04/2018 | 07/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pepper Pike | OH | 06/2021 | Present |
| Reed Financial Services | Cleveland | OH | 06/2020 | 01/2021 |
| Homemaker | Lyndhurst | OH | 02/2021 | 06/2021 |
| Homemaker | Lyndhurst | OH | 08/2019 | 05/2020 |
| Fifth Third Bank | Cleveland | OH | 06/2022 | Present |
| Merrill Lynch | Pepper Pike | OH | 06/2021 | 06/2022 |
| Homemaker | Lyndhurst | OH | 02/2021 | 06/2021 |
| Reed Financial Services | Cleveland | OH | 06/2020 | 01/2021 |
| Homemaker | Lyndhurst | OH | 08/2019 | 05/2020 |
| Raymond James & Associates | Beachwood | OH | 04/2018 | 07/2019 |
| Thomas Mcdonald Partners | Cleveland | OH | 04/2008 | 04/2018 |
| Fifth Third Securities | Cleveland | OH | 06/2022 | Present |
rental property - One Bratenahl Place, Bratenahl, OH 44108 - owner/landlord - 1 hr/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-20 |
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