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100 Park Avenue Suite 200, Orange Village, OH 44122-8201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| NC | RA | APPROVED | 2024-12-10 |
| TX | RA | APPROVED | 2022-11-29 |
| OH | RA | APPROVED | 2022-06-16 |
Branch Locations
100 Park Avenue Suite 200, Orange Village, OH 44122-8201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Private Bank | Cleveland | OH | 09/2005 | 04/2022 |
| North Point Portfolio Managers Corporation | Orange Village | OH | 04/2022 | Present |
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