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Current Employers
Ancora Private Wealth Advisors, Llc

6060 Parkland Boulevard Suite 200, Cleveland, OH 44124 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-08-21
  • OH RA
    APPROVED
    Since 2026-08-21

Branch Locations

6060 Parkland Boulevard Suite 200, Cleveland, OH 44124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ancora Holdings Group Cleveland OH 01/2026 Present
Inverness Securities, Llc Cleveland OH 01/2026 Present
Pimco Austin TX 01/2025 12/2025
Pimco Austin TX 01/2023 12/2024
Pimco Austin TX 01/2022 12/2022
Pimco Austin TX 02/2020 12/2021
Pimco Austin TX 06/2019 08/2019
Petvalu Lexington KY 02/2019 12/2019
Creative Benefits Strategies Lafayette IN 06/2018 08/2018
Fresh City Market West Lafayette IN 04/2016 01/2018
University Of Kentucky Lexington KY 08/2016 12/2019
Creative Benefits Strategies Lafayette IN 11/2018 01/2019
Creative Benefits Strategies Lafayette IN 03/2019 03/2019
Creative Benefits Strategies Lafayette IN 12/2019 01/2020
Ancora Private Wealth Advisors Llc Cleveland OH 08/2026 Present
  • 01/2026 → Present
    Ancora Holdings Group
    Cleveland, OH
  • 01/2026 → Present
    Inverness Securities, Llc
    Cleveland, OH
  • 01/2025 → 12/2025
    Pimco
    Austin, TX
  • 01/2023 → 12/2024
    Pimco
    Austin, TX
  • 01/2022 → 12/2022
    Pimco
    Austin, TX
  • 02/2020 → 12/2021
    Pimco
    Austin, TX
  • 06/2019 → 08/2019
    Pimco
    Austin, TX
  • 02/2019 → 12/2019
    Petvalu
    Lexington, KY
  • 06/2018 → 08/2018
    Creative Benefits Strategies
    Lafayette, IN
  • 04/2016 → 01/2018
    Fresh City Market
    West Lafayette, IN
  • 08/2016 → 12/2019
    University Of Kentucky
    Lexington, KY
  • 11/2018 → 01/2019
    Creative Benefits Strategies
    Lafayette, IN
  • 03/2019 → 03/2019
    Creative Benefits Strategies
    Lafayette, IN
  • 12/2019 → 01/2020
    Creative Benefits Strategies
    Lafayette, IN
  • 08/2026 → Present
    Cleveland, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-17
  • S66 Uniform Combined State Law Examination
    2026-08-17

View on SEC IAPD

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