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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-05-24 |
Branch Locations
25550 Chagrin Blvd Ste 310, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kinetico | Newbury | OH | 08/2021 | 12/2021 |
| Gannon University | Erie | PA | 06/2020 | 12/2020 |
| Oppenheimer | Beachwood | OH | 02/2022 | Present |
| Painesville Furniture And Carpet | Painesville | OH | 06/2019 | 08/2019 |
| Quail Hollow Country Club | Concord | OH | 06/2017 | 12/2017 |
| Ace Home Improvement | Kirtland | OH | 05/2018 | 08/2018 |
| Img Academy | Mentor | OH | 07/2016 | 06/2017 |
| Gannon University | Erie | PA | 08/2017 | Present |
UNIVERSITY HOSPITALS (HOSPITAL SYSTEM). THE BUSINESS IS NOT INVESTMENT RELATED. 11100 EUCLID AVE, CLEVELAND, OH. DIAMOND ADVISORY GROUP-VOLUNTEER LEADERSHIP. 2 HOURS/MONTH (0 DURING SECURITIES TRADING HOURS). I AM IN A VOLUNTEER LEADERSHIP GROUP THAT REVIEWS THE BEST OPTIONS TO DIRECT DONATIONS & FUNDS FOR THE HOSPITAL AMONGST OTHER PROFESSIONALS IN THE CLEVELAND AREA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-20 |
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