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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-23 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
21515 Hawthorne Blvd., Ste. 1250, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rsm Us, Llp | New York | NY | 11/2014 | 12/2017 |
| Aspiriant, Llc | Los Angeles | CA | 12/2017 | 12/2021 |
| Hightower | Chicago | IL | 11/2021 | 07/2023 |
| Transcend Wealth | Sonoma | CA | 07/2023 | 04/2025 |
| Unemployed | Los Angles | CA | 04/2025 | 08/2025 |
| Sequoia Financial Group | Akron | OH | 08/2025 | Present |
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