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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 12/2021 | 10/2024 |
| L/A Fighting Spirit | Lewiston | ME | 09/2016 | 05/2017 |
| Northern Pines Golf Course | Cicero | NY | 06/2017 | 08/2017 |
| Framingham State University | Framingham | MA | 08/2017 | 05/2021 |
| Sodexo | Framingham | MA | 02/2018 | 09/2019 |
| Millwood Golf Course | Framingham | MA | 05/2018 | 09/2018 |
| Hopkinton Country Club | Hopkinton | MA | 05/2019 | 09/2019 |
| Sterling Oak Wealth Management | Newton | MA | 06/2020 | 05/2021 |
| Unemployed | Cicero | NY | 06/2021 | 11/2021 |
| Keybank | Syracuse | NY | 10/2024 | Present |
| Key Investment Services Llc | Brooklyn | OH | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-18 |
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