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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-15 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
3500 Embassy Parkway, Suite 100, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Boston Consulting Group | Houston | TX | 09/2015 | 08/2017 |
| Royal Alliance Associates | Cleveland | OH | 08/2017 | 04/2018 |
| Cirrus Wealth Management | Cleveland | OH | 01/2018 | Present |
| Cirrus Wealth Management | Cleveland | OH | 08/2017 | 12/2017 |
| Triad Advisors Llc | Norcross | GA | 04/2018 | Present |
| H Financial Management | Canonsburg | PA | 07/2018 | 01/2019 |
| Sequoia Financial Group | Akron | OH | 06/2023 | Present |
1)Cirrus Wealth Management;investment related;6060 Rockside Woods Blvd,Suite 141,Independence,OH;dba & RIA;financial advisor;8/1/2017;200 hrs/month;6.5 hrs during trading;provide financial advising to clients 2)Ryan Scott Heider;not investment related;3296 Stockholm Road,Shaker Heights,OH 44120;interview preparation & coaching;sole proprietor;10/2017;10 hrs/month;4 hrs during trading;provide interview prep & coaching to 1st year Rice MBA students interested in the mgt consulting industry 3)J.L. Thomas Company,Inc;not investment related;1500 Chester Avenue,Cleveland,OH 44114;life insurance brokerage;1/1/2020;1 hr/month;1 hr during trading;J.L. THomas Co is our resource for fixed life insurance,mostly term insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-01 |
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