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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED | 2026-08-20 |
Branch Locations
9930 Johnnycake Ridge Rd. Bldg. 2A, Mentor, OH 44060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Independent Advisors, Llc | Mentor | OH | 05/2022 | 08/2026 |
| Skipper's Pub | Oxford | OH | 02/2021 | 05/2022 |
| Pub Frato | Painesville | OH | 02/2017 | 06/2020 |
| Joey's Italian Grill | Chardon | OH | 07/2016 | 01/2017 |
| Miami University | Oxford | OH | 07/2018 | 05/2022 |
| Ignatius High School | Cleveland | OH | 07/2014 | 05/2018 |
| Equitable Advisors, Llc | Mentor | OH | 08/2026 | Present |
1. MMF99 LLC; 9930 Johnnycake Ridge Rd BLDG 2A Mentor, OH; LLC business income pass through entity for his SIA Business; Sole Owner; oversight of deposits and check writing; 06/02/2025; 40hrs/week; During securities trading hours; Investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-22 |
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