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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-08-31 |
Branch Locations
285 Babbitt Road, Euclid, OH 44123 • United States
7940 Plaza Blvd., Mentor, OH 44060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Willoughby South High School | Willoughby | OH | 01/2008 | 11/2016 |
| Axa Advisors, Llc | New York | NY | 04/2014 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2014 | 08/2023 |
| Pnc Investments | Mentor | OH | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-24 |
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