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One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-07-05 |
Branch Locations
4401 Rockside Rd. Suite 201, Independence, OH 44131 • United States
One Columbus Plaza, New Haven, CT 06510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stancato's Italian Restuarant | Parma | OH | 05/2017 | 08/2017 |
| Seven Hills Recreation Center | Seven Hills | OH | 05/2018 | 07/2021 |
| Walsh University | North Canton | OH | 09/2016 | 05/2020 |
| St. Peter's High School | Mansfield | OH | 05/2020 | 06/2021 |
| Notre Dame Cathedral Latin | Chardon | OH | 05/2021 | 05/2022 |
| Knights Of Columbus | Independence | OH | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-09 |
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