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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-07 |
| TX | RA | APPROVED | 2024-11-07 |
Branch Locations
3300 Enterprise Parkway Suite 200, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Pepper Pike | OH | 03/2013 | 11/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pepper Pike | OH | 11/2017 | 11/2024 |
| Bank Of America, N.A. | Pepper Pike | OH | 11/2017 | 11/2024 |
| Raymond James & Associates | Beachwood | OH | 11/2024 | Present |
(1)Name of Business: Beachwood School Foundation Address: 24601 Fairmount Blvd.\n, Beachwood, OH, 44122, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 06/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: No Investment Responsibility. Incharge of overseeing Scholarships and recommendations. To make sure each of the donor has enough to fund the scholarships every year. Beachwood School Foundation provides Scholarships to excelling graduating Seniors in different fields. (2)Name of Business: Cleveland Moms 4 Moms Address: 26095 Hurlingham Road, Beachwood, OH, 44122, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a Finance Committee member, I oversee the activities and Planning of Mothers day event every year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-05 |
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