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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-17 |
Branch Locations
3750 Park East Drive, Suite 200, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Huntington National Bank | Cleveland | OH | 01/2016 | 06/2021 |
| Stratos Weallth Advisors, Llc | Beachwood | OH | 05/2023 | Present |
| Bny Mellon | Beachwood | OH | 06/2021 | 05/2023 |
1) Catholic Charities Diocese of Cleveland; NOT Investment-Related; Address: 7911 Detroit Ave Cleveland, OH 44102; Nature: Non-Profit; Position: Board Member & Treasurer; Start Date: 10/17/2016; Number of hours devoted per month: 6; number of hours during trading hours: 1; Description: delivers more than 150 services at 60 locations to over 400,000 individuals each year - providing help and creating hope for people of every race and religion throughout the eight counties in the Diocese of Cleveland 2) Tamarack Trail Investment Partners (DBA for Stratos Business) - Investment Related - At reported location(s) - Wealth Management - Financial Advisor - Start Date: 05/2023 - Number of hours devoted/during business hours: 160 hr
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-19 |
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