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Current Employers
Northcoast Research Partners, Llc

1301 East Ninth Street 15Th Floor, Cleveland, OH 44114 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-06-23
  • OH RA
    APPROVED
    Since 2023-06-23

Branch Locations

Huntingdon Valley, PA • United States

1301 East Ninth Street Suite 1500, Cleveland, OH 44114

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boenning & Scattergood Conshohocken PA 12/2014 Present
Northcoast Research Partners, Llc Cleveland OH 06/2022 Present
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-12
S63 Uniform Securities Agent State Law Examination 2006-01-19
  • S66 Uniform Combined State Law Examination
    2023-04-12
  • S63 Uniform Securities Agent State Law Examination
    2006-01-19

View on SEC IAPD

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