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1764 Georgetown Road, Hudson, OH 44236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Broadview Hts. | OH | 02/2017 | 06/2017 |
| Walsh Jesuit High School | Stow | OH | 08/2016 | 02/2017 |
| Joshen Paper And Packaging | Cleveland Hts. | OH | 09/2016 | 12/2016 |
| Axa Advisors, Llc | New York | NY | 06/2017 | 09/2019 |
| Ellsworth Advisors, Llc | Hudson | OH | 10/2019 | Present |
Director of Foundation Relations; The Cooper Foundation; Investment Related: No; Location: Brook Park, Ohio; Description of the business: Helping those with special needs reach their full potential; Responsibilities Duties: Marketing, brand awareness, fundraising, support executive director on overall vision and mission.; Start date with business: 2019-12-15; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 5;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-11 |
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