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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-29 |
| TX | RA | APPROVED | 2025-09-29 |
Branch Locations
1111 Polaris Parkway, Floor 4J, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Financial | Cleveland | OH | 02/2012 | 08/2023 |
| Cadaret Grant & Co., Inc./Atria Wealth Solutions, Inc. | Syracuse | NY | 08/2023 | 09/2025 |
| Grove Point Investments, Llc | Rockville | MD | 10/2024 | 09/2025 |
| Boos Herrel Llc | Broadview Heights | OH | 12/2005 | Present |
| Cadaret, Grant & Co., Inc. | Syracuse | NY | 08/2023 | 09/2025 |
| Grove Point Investments, Llc | Syracuse | NY | 10/2024 | 09/2025 |
| Western International Securities, Inc. | Syracuse | NY | 08/2023 | 09/2025 |
| Cuso Financial Services, L.P. | Syracuse | NY | 08/2023 | 09/2025 |
| Next Financial Group, Inc. | Syracuse | NY | 08/2023 | 09/2025 |
| Scf Securities, Inc. | Syracuse | NY | 08/2023 | 09/2025 |
| Sorrento Pacific Financial, Llc | Syracuse | NY | 08/2023 | 09/2025 |
| Pnc Investments | Cleveland | OH | 02/2012 | 08/2023 |
| J.P. Morgan Securities Llc | Columbus | OH | 09/2025 | Present |
Boos Herrel LLC, DBA Boos Herrel Lincoln Zephyr & Continental Parts 1936-1948, Antique Auto parts, 51% owner, Broadview Heights, OH 44147, since 12/2005, 12 hours per month, 0 during market, not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-28 |
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