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1301 East Ninth Street 15Th Floor, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-23 |
Branch Locations
Huntingdon Valley, PA • United States
1301 East Ninth Street Suite 1500, Cleveland, OH 44114
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boenning & Scattergood | Conshohocken | PA | 12/2014 | Present |
| Northcoast Research Partners, Llc | Cleveland | OH | 06/2022 | Present |
Saint Albert the Great Parish, 212 Welsh Road, Huntington Valley, PA 19006 - Religious Institution. Serves on the finance council, and engages in financial management activities for the parish. Spends approximately 1 hour per month on this activity, not during business hours. Investment-related. Since September 2015.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-19 |
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