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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-07-19 |
Branch Locations
33 West Street, Rear, Litchfield, CT 06759 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | New York | NY | 05/2014 | 03/2018 |
| Shenkman Capital | New York | NY | 04/2018 | 10/2020 |
| Karpas Strategies | New York | NY | 11/2020 | Present |
| Sequoia Financial Group, Llc | Akron | OH | 07/2024 | Present |
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