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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-20 |
Branch Locations
17300 Royalton Road, Strongsville, OH 44136 • United States
6897 Pearl Road, Middleburg Heights, OH 44130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2023 | 12/2024 |
| Medical Mutual Of Ohio | Brooklyn | OH | 12/2021 | 02/2023 |
| Baldwin Wallace University | Berea | OH | 08/2018 | 12/2021 |
| Ferrante Winery And Ristorante | Geneva | OH | 10/2014 | 08/2019 |
| Fedex | Richfield | OH | 05/2020 | 08/2020 |
| Dominos | Jefferson | OH | 05/2019 | 08/2019 |
| Federal Bureau Of Investigation | Cleveland | OH | 06/2021 | 12/2021 |
| Key Investment Services Llc | Brooklyn | OH | 01/2025 | 03/2026 |
| Keybank | Lakewood | OH | 01/2025 | 03/2026 |
| Pnc Wealth Management | Cuyahoga | OH | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
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