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401 N. Michigan Avenue Suite 610, Chicago, IL 60611-5584 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-14 |
| IL | RA | APPROVED | 2025-06-30 |
| OH | RA | APPROVED | 2025-06-20 |
| TX | RA | APPROVED_RES | 2025-06-19 |
Branch Locations
401 N. Michigan Avenue Suite 610, Chicago, IL 60611-5584 • United States
20046 Walker Road Suite 5, Shaker Heights, OH 44122 • 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 |
|---|---|---|---|---|
| Protective Life Insurance | Cincinnati | OH | 06/2014 | 06/2017 |
| Proequities Inc | Cincinnati | OH | 06/2014 | 06/2017 |
| Sanford C. Bernstein & Co., Llc. | Cleveland | OH | 06/2017 | 10/2021 |
| Jpmorgan Chase Bank Na | Cleveland | OH | 11/2021 | 04/2025 |
| Jpmorgan Securities Llc | Cleveland | OH | 11/2021 | 04/2025 |
| Ocm Private Wealth, Llc | Chicago | IL | 05/2025 | Present |
Burgundy Investments, LLC: investment related,2732 Shelley Road Shaker Heights Ohio 44122, Holding Company, Member, 3/18/25- present, 0 hours per month, 0 hours during securities trading hours; Gavitt Wire & Cable Co.: Not investment related, 62 Central Street West Brookfield MA, 01585, Manufacturing, Owner/Partner, 03/31/2025- present, 0-10 hours a week, 0 hours during trading hours; Hillel at Kent State University/University of Akron/Hiram College: investment related, 613 E. Summit St., Kent, OH 44240, Treasurer, 1/1/2021- present, 0-10 hours a week, 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-24 |
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