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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-15 |
Branch Locations
6500 Centerville Business Pkwy, Dayton, OH 45459 • United States
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| What About Us Financial | Bellbrook | OH | 10/2021 | 06/2022 |
| What About Us Financial | Bellbrook | OH | 06/2022 | 09/2025 |
| Arrow Electronics | Centennial | CO | 08/2017 | 09/2021 |
| The Blue Bench | Denver | CO | 05/2017 | 08/2017 |
| Ohio State University | Athens | OH | 08/2013 | 05/2017 |
| Unemployed | Miamisburg | OH | 10/2025 | 02/2026 |
| Oneseven | Beachwood | OH | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-16 |
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