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5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Capital Advisors, Llc | E. Brunswick | NJ | 06/2013 | 07/2017 |
| Pnc Funds Distributor Llc | E. Brunswick | NJ | 06/2013 | Present |
| Amalgamated Bank | New York | NY | 07/2017 | 05/2019 |
| Unemployed | N/A | XX | 05/2019 | 10/2019 |
| Radius Bank | Boston | MA | 10/2019 | 06/2020 |
| Unemployed | N/A | XX | 06/2020 | 02/2021 |
| Lizard Investors Llc | Chicago | IL | 02/2021 | 05/2022 |
| Adrian Lee & Partners | London | 05/2022 | 05/2023 | |
| Unemployed | N/A | 05/2023 | 07/2023 | |
| Record Currency Management | London | 07/2023 | 01/2026 | |
| Cbiz | Boca Raton | FL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-28 |
| S66 | Uniform Combined State Law Examination | 2013-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-06 |
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