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155 Main St, Chardon, OH 44024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Select Technology | Peabody | MA | 08/2016 | 12/2016 |
| Home Shop Properties | Methuen | MA | 05/2019 | 06/2019 |
| Boston Bruins | Boston | MA | 06/2019 | 09/2019 |
| Student | Conway | SC | 01/2013 | 05/2022 |
| Avenel Financial Group | Charlotte | NC | 05/2020 | Present |
| Co/Investor Club | Charlotte | NC | 11/2020 | Present |
| Sorfis Investments, Llc | Charlotte | NC | 02/2023 | Present |
I am an Analyst at Avenel Financial Group and Co/Investor Club.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-13 |
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