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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-13 |
Branch Locations
433 Plaza Real Suite 275, Baco Raton , FL 33432 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 06/2021 | 07/2021 |
| Canal Park Lodge | Duluth | MN | 05/2019 | 08/2019 |
| Benedictine Health System | Duluth | MN | 06/2018 | 01/2020 |
| Walt Disney Company | Orlando | FL | 01/2020 | 05/2020 |
| Unemployed | Duluth | MN | 04/2020 | 12/2020 |
| Full Time Student | Duluth | MN | 01/2021 | 05/2021 |
| Duluth East High School | Duluth | MN | 09/2014 | 06/2018 |
| Campus Fuze | Duluth | MN | 01/2016 | 08/2019 |
| Agw Capital Advisors | Tampa | FL | 01/2022 | 05/2026 |
| Student | Duluth | MN | 07/2021 | 01/2022 |
| Unemployed | Tampa | FL | 05/2026 | 08/2026 |
| Sequioa Financial Group | Akron | OH | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-19 |
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