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1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-09 |
Branch Locations
2929 Walnut Street, Philadelphia, PA 19104 • United States
1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concord High School | Wilmington | DE | 08/2016 | 06/2020 |
| University Of Delaware | Newark | DE | 08/2020 | 06/2024 |
| Mycio Wealth Partners, Llc | Philadelphia | PA | 06/2024 | 06/2026 |
| Sweat Fitness | Philadelphia | PA | 06/2021 | 08/2021 |
| Guard For Life | New Castle | DE | 06/2019 | 08/2019 |
| Tybout Redfearn & Pell | Wilmington | DE | 11/2019 | 05/2024 |
| Staples | New Castle | DE | 06/2018 | 09/2019 |
| Clearstead Advisors | Philadelphia | PA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-04 |
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