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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-16 |
Branch Locations
3500 Embassy Parkway, Suite 100, Akron, OH 44333 • 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 |
|---|---|---|---|---|
| Sanford C Bernstein & Co Llc | Cleveland | OH | 08/2014 | 07/2019 |
| Edward Jones | St.LOuis | MO | 07/2019 | 12/2020 |
| Triad Advisors | Norcross | GA | 03/2021 | 06/2023 |
| Cirrus Wealth Management | Cleveland | OH | 03/2021 | Present |
| Sequoia Financial Group, Llc | Akron | OH | 06/2023 | Present |
1)Cirrus Wealth Management LLC;investment related;6060 Rockside Woods Blvd,Ste 141,Cleveland,OH 44131;dba and RIA;financial advisor;3/2021;200 hrs/month;6.5 hrs during trading;provide financial planning and advice to clients 2)Young Catholic Professionals;not investment related;6060 N Central Expy,Suite 500,Dallas,TX 75206;non-profit professional networking organization;director of finance;11/2020;10 hrs/month;0 hrs during trading;oversee chapter budget and expenses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-18 |
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