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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 08/2023 | 07/2024 |
| Fleet One Leasing | Independence | OH | 01/2019 | 11/2022 |
| Hiram College | Hiram | OH | 08/2014 | 05/2018 |
| Unemployed | Richfield | OH | 06/2018 | 12/2018 |
| Unemployed | Richfield | OH | 12/2022 | 01/2023 |
| Revere Highschool | Richfield | OH | 02/2023 | 05/2023 |
| Unemployed | Richfield | OH | 06/2023 | 07/2023 |
| Lincoln Investment | Fort Washington | PA | 10/2023 | 07/2024 |
| Capital Analysts | Fort Washington | PA | 10/2023 | 07/2024 |
| Sequoia Financial Group Llc | Akron | OH | 08/2024 | Present |
REVERE HIGHSCHOOL LACROSSE COACH POSITION: Head Coach NATURE: Coaching Sports Team INVESTMENT RELATED: No NUMBER OF HOURS: 65 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2023 ADDRESS: 3420 Everett Road, Richfield OH 44286, United States DESCRIPTION: Coach high school lacrosse team BURNING RIVER LACROSSE POSITION: Lacrosse Coach. NATURE: Lacrosse Coach INVESTMENT RELATED: No NUMBER OF HOURS: 76 SECURITIES TRADING HOURS: 0 START DATE: 06/04/2024 ADDRESS: 2154 Arthur Ave Ste 926, Lakewood OH 44107-5760, United States DESCRIPTION: Coach lacrosse for a summer league Highschool, Middle school and youth players alike. I may travel on weekends for lacrosse tournaments but that is to be determined. During the week we practice 3 days for about 6 1/2 hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-19 |
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