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1 Bratenahl Place Suite 1201, Bratenahl, OH 44108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-08 |
| FL | RA | APPROVED | 2018-09-25 |
| OH | RA | APPROVED | 2015-02-02 |
Branch Locations
1 Bratenahl Place Suite 1201, Bratenahl, OH 44108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Navy | Cleveland | OH | 01/2016 | Present |
| Kirtland Hills Capital Management | Cleveland | OH | 01/2015 | Present |
| Headwaters Investment Counsel | Cleveland | OH | 01/2017 | 02/2019 |
I am an Officer in the United States Navy. This is not investment related. I was appointed by President Barack Obama in fiscal year 2016.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-18 |
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