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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-29 |
Branch Locations
14205 Detroit Avenue, Lakewood, OH 44107 • United States
4600 Great Northern Blvd., N. Olmsted, OH 44070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Puritan Financial Group | Columbus | OH | 03/2014 | 12/2017 |
| Lakewood City Schools | Lakewood | OH | 10/2016 | 04/2022 |
| Axa Advisors, Llc | New York | NY | 01/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 01/2018 | 04/2026 |
| Pnc Wealth Management | North Olmsted | OH | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-11 |
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