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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-06 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Cleveland | OH | 08/2022 | 04/2023 |
| Massmutual Life Insurance Company | Cleveland | OH | 08/2022 | 04/2023 |
| Maxim Healthcare Group | Toledo | OH | 10/2021 | 08/2022 |
| Target | Toledo | OH | 11/2020 | 03/2021 |
| Inverness Club | Toledo | OH | 04/2020 | 10/2021 |
| Summacare | Akron | OH | 12/2019 | 03/2020 |
| University Of Toledo | Toledo | OH | 08/2015 | 08/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hudson | OH | 05/2023 | 12/2024 |
| Bank Of America, N.A. | Hudson | OH | 06/2023 | 12/2024 |
| Sequoia Financial Group, Llc | Akron | OH | 01/2025 | Present |
Chapter Counsel Advisor - Alpha Sigma Phi Fraternity - approximately five hours per month on the weekends. Advise chapter operations by meeting with the leadesrhip team twice a month and hosting calls with individuals once a month to ensure chapter objectives are being achieved. This is not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-06 |
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