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1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-01 |
Branch Locations
1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spero-Smith Investment Advisers, Inc. | Cleveland | OH | 07/2014 | 10/2016 |
| Hpm Partners Llc | Cleveland | OH | 10/2016 | 02/2017 |
| Wealthtrust Fairport, Llc | Cleveland | OH | 02/2017 | 08/2021 |
| Hightower Advisors Llc | Chicago | IL | 05/2019 | 08/2021 |
| Clearstead Advisors, Llc | Cleveland | OH | 09/2021 | Present |
Director of Finance for Polish Veteran's Alliance Inc in Cleveland Ohio. The charitable organization is not investment related. We are a not for profit that manages a bar and rental real estate in Tremont, Ohio. I became the Director of Finance in January 2019. Devote about 3 hours per month and none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-06 |
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