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1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-18 |
Branch Locations
999 3Rd Avenue, Seattle, WA 98104 • United States
1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canterbury Consulting, Inc. | Newport Beach | CA | 01/2019 | 04/2025 |
| Chapman University | Orange | CA | 08/2018 | 01/2019 |
| Fulcrum Capital | Seattle | WA | 05/2018 | 08/2018 |
| Chapman University | Orange | CA | 08/2015 | 05/2018 |
| The Clarius Group, Llc | Seattle | WA | 04/2025 | 01/2026 |
| Clearstead | Cleveland | OH | 02/2026 | Present |
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