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6055 Rockside Woods Blvd. Suite 330, Independence, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-09 |
Branch Locations
6055 Rockside Woods Blvd. Suite 330, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raintree Country Club | Uniontown | OH | 07/2013 | 12/2018 |
| Prestwick Country Club | Uniontown | OH | 01/2019 | 12/2020 |
| United Parcel Service | Akron | OH | 10/2017 | 12/2017 |
| Education | Akron | OH | 08/2016 | 12/2020 |
| Fairway Wealth Management | Independence | OH | 01/2021 | Present |
Prestwick Country Club - 3751 Glen Eagles Blvd., Uniontown, OH 44685 This business is not investment related. Currently does not devote any time working for this business. In the past they have asked to pick up a shift or two when they need help, an average of 4-8 hours per month. Duties include various tasks during events and regular dinner service. Have never been required to devote any time with this business during securities trading hours and do not expect to in the future.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-27 |
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