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6060 Parkland Boulevard Suite 200, Cleveland, OH 44124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-21 |
Branch Locations
6060 Parkland Boulevard Suite 200, Cleveland, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-17 |
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