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5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-31 |
Branch Locations
53 State St 17Th Floor, Boston, MA 02109 • United States
5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of America Life Insurance Company | West Borough | MA | 09/2012 | 10/2019 |
| Mutual Of America Securities Llc | Providence | RI | 09/2012 | 10/2019 |
| Lpl Financial Llc | Sturbridge | MA | 04/2021 | 01/2022 |
| The Capstone Planning Group | Sturbridge | MA | 04/2021 | 01/2022 |
| Unemployed | Worecster | MA | 10/2019 | 04/2021 |
| Unemployed | Worcester | MA | 01/2022 | 04/2022 |
| Nicholas Shultz | Riviera Beach | FL | 04/2022 | 08/2025 |
| Samuel Laorenza | Woburn | MA | 04/2022 | 08/2025 |
| Northwestern Mutual Investment Services Llc | Woburn | MA | 04/2022 | 08/2025 |
| Mutual Of America Securities Llc | Providence | RI | 10/2023 | 03/2026 |
| Cbiz Investment Advisory Services, Llc | Cleveland | OH | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-21 |
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