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7017 Pearl Rd Suite 12, Cleveland, OH 44130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-03 |
| VA | RA | APPROVED | 2021-08-18 |
| CA | RA | APPROVED | 2020-06-18 |
| TX | RA | APPROVED | 2018-12-04 |
| OH | RA | APPROVED | 2017-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longbow Research | Independence | OH | 01/2016 | 11/2016 |
| Great Lakes Divorce Financial Solutions, Llc | Cleveland | OH | 02/2016 | Present |
| Great Lakes Investment Mgmt, Llc Dba Intentional Wealth Partners | Cleveland | OH | 11/2017 | Present |
I am President of Great Lakes Divorce Financial Solutions, LLC (7017 Pearl Rd, #12, Cleveland, OH 44130), a financial consulting firm for individuals going through a divorce and their attorneys. For most work, I am paid on an hourly basis at a rate of $200/hr. I do conduct a few flat fee projects as well as offer mediation services. I started the firm in January of 2016. I devote 80 hours per month to this business; 50 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-09 |
| S66 | Uniform Combined State Law Examination | 2008-05-10 |
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