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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-29 |
Branch Locations
1956 Carter Road Suite 200, Cleveland, OH 44113 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase | Columbus | OH | 11/2016 | 09/2017 |
| The Huntington Financial Advisors | Columbus | OH | 07/2019 | 06/2020 |
| The Pension Group | Dublin | OH | 07/2020 | 07/2021 |
| Mml Investors Services, Llc | Cleveland | OH | 11/2025 | Present |
| Massmutual Life Insurance Company | Cleveland | OH | 11/2025 | Present |
| Avient Corporation | Avon Lake | OH | 06/2023 | 09/2025 |
| Ohio State University | Columbus | OH | 08/2021 | 05/2023 |
| Jp Morgan Chase | Columbus | OH | 09/2017 | 07/2019 |
| Morgan Stanley | Columbus | OH | 03/2016 | 11/2016 |
(1) NAME: THOUGHT CLOUD CONSULTING, LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: OWNER OF LEGAL ENTITY FOR TAX PURPOSES POSITION: OWNER START DATE: 01/01/2018 NO HRS/MO: 0 NO/HRS MO DUR TRADING: 0 DESCRIBE DUTIES: OWNERSHIP OF LEGAL ENTITY (2) NAME: VETERAN'S HOUSING SOLUTION INV REL: N ADD: 19245 PROSPECT RD, STRONGSVILLE, OH 44149 NATURE: HOUSING ASSISTANCE FOR VETERANS POSITION: PUBLIC RELATIONS START DATE: 06/01/2026 NO. HR/MO: 6 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: SPEAK AT VHS EVENTS AS WELL BE A GUEST SPEAKER AT OTHER EVENTS TO RAISE AWARENESS ABOUT VHS AND OUR MISSION (3) NAME: FRIENDS OF THE PARKS OF AVON LAKE INV REL: N ADD: PO BOX 7, AVON LAKE, OH 44012 NATURE: NON-PROFIT THAT SUPPORTS FUNDING FOR AVON LAKE PARKS POSITION: BOARD MEMBER START DATE: 07/28/2026 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: ATTEND QUARTERLY MEETINGS AND INFLUENCE DIRECTION OF THE ORGANIZATION (4) NAME: TROY INTERMEDIATE SCHOOL PTA INV REL: N ADD: 241 BELMAR BLVD, AVON LAKE, OH 44012 NATURE: PARENT TEACHER ORGANIZATION FOR TROY SCHOOL POSITION: VP OF MEMBERSHIP START DATE: 08/01/2026 NO. HR/MO: 6 NO. HR/MO DURING SEC TRADING: 2 DESCRIBE DUTIES: GET PARENTS TO JOIN AND VOLUNTEER FOR THE PTA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-28 |
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