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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-01 |
Branch Locations
127 Public Square Suite 5000, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc | Cleveland | OH | 06/2022 | Present |
| Avient Corporation | Avon Lake | OH | 07/2021 | 06/2022 |
| University Of Dayton - Flyer Enterprises | Dayton | OH | 01/2019 | 05/2021 |
| Avient Corporation | Avon Lake | OH | 05/2020 | 08/2020 |
| Independent Contractor | Rocky River | OH | 05/2012 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-30 |
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