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30195 Chagrin Blvd Suite 114, Pepper Pike, OH 44124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-14 |
Branch Locations
30195 Chagrin Blvd Suite 114, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Independence | OH | 01/2019 | 06/2019 |
| Jto Inc. | Mentor | OH | 05/2014 | 01/2019 |
| Aml Rightsource | Cleveland | OH | 06/2019 | 11/2019 |
| Cleveland State University | Cleveland | OH | 11/2019 | 06/2020 |
| Kestra Financial, Inc. | Avon | OH | 06/2020 | 04/2022 |
| Carnegie Investment Counsel | Pepper Pike | OH | 05/2022 | 04/2026 |
| Woodland Wealth Partners | Pepper Pike | OH | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-29 |
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