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22730 Fairview Center Dr Suite# 150, Fairview Park, OH 44126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-26 |
Branch Locations
22730 Fairview Center Dr Suite# 150, Fairview Park, OH 44126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cm Wealth Advisors Inc. | Cleveland | OH | 04/2008 | 08/2018 |
| Strategic Value Bank Partners, Llc | Cleveland | OH | 11/2019 | 03/2020 |
| Education/Non-Profit Work | Cleveland | OH | 08/2018 | 11/2019 |
| St. Clair Advisors | Mayfield Heights | OH | 11/2020 | 08/2021 |
| St. Clair Advisors | Mayfield Heights | OH | 06/2020 | 11/2020 |
| T David & Associates | North Olmstead | OH | 09/2021 | Present |
| Rockport Wealth Llc | Fairview Park | OH | 06/2024 | Present |
| Rockport Wealth Llc | Fairview Park | OH | 05/2025 | Present |
Lorain County Community College Adjunct Faculty Employee - beginning May, 2024- Lorain County, Ohio. Working approximately 16 hours per month during the school year. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-10 |
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