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7017 Pearl Rd Suite 12, Cleveland, OH 44130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-12-26 |
Branch Locations
7017 Pearl Rd Suite 12, Cleveland, OH 44130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Lakes Investment Mgmt, Llc Dba Intentional Wealth Partners | Cleveland | OH | 12/2021 | 01/2024 |
| John Carroll University | University Heights | OH | 01/2018 | 12/2021 |
| New York University | New York | NY | 10/2015 | 12/2017 |
| Great Lakes Investment Mgmt, Llc Dba Intentional Wealth Partners | Cleveland | OH | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-11 |
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