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2995 Lincoln Boulevard, Cleveland Heights, OH 44118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-25 |
Branch Locations
2995 Lincoln Boulevard, Cleveland Heights, OH 44118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hawken School | Gates Mills | OH | 08/2012 | 06/2021 |
| Ohio State University | Columbus | OH | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-14 |
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