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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-22
OH RA APPROVED 2022-06-08
  • TX RA
    APPROVED
    Since 2022-09-22
  • OH RA
    APPROVED
    Since 2022-06-08

Branch Locations

3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Beachwood OH 10/2021 Present
Keybank Cleveland OH 07/2021 10/2021
Keybank Cleveland OH 06/2020 08/2020
Miami University Oxford OH 08/2017 05/2021
Swagelok Solon OH 06/2019 08/2019
Makee Landscaping Chesterland OH 01/2010 08/2017
  • 10/2021 → Present
    Beachwood, OH
  • 07/2021 → 10/2021
    Keybank
    Cleveland, OH
  • 06/2020 → 08/2020
    Keybank
    Cleveland, OH
  • 08/2017 → 05/2021
    Miami University
    Oxford, OH
  • 06/2019 → 08/2019
    Swagelok
    Solon, OH
  • 01/2010 → 08/2017
    Makee Landscaping
    Chesterland, OH
Other Businesses

PRINCETON HARRIMAN INSURANCE SOLUTIONS, INV RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START 12/1/24, 8 HRS PER MONHT, 8 HRS DURING TRADING, INSURANCE PRACTICE;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-07
  • S66 Uniform Combined State Law Examination
    2022-06-07

View on SEC IAPD

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