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Cuyahoga Falls, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-27 |
| OH | RA | APPROVED | 2026-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Mentor | OH | 04/2016 | 04/2019 |
| Raymond James Financial Services, Inc | Mentor | OH | 04/2019 | 11/2025 |
| Raymond James Financial Services Advisors, Inc | Mentor | OH | 04/2021 | 11/2025 |
| Carver Financial Services | Mentor | OH | 04/2019 | 01/2025 |
| Kelda Wealth Management Llc | Cuyahoga Falls | OH | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-01 |
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