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Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-23 |
Branch Locations
225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
1255 Euclid Ave, Suite 500, Cleveland, OH 44115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kent State University | Kent | OH | 08/2022 | 05/2025 |
| Ameriprise Financial | Canton | OH | 05/2024 | 08/2024 |
| Tpm Management | Chagrin Falls | OH | 05/2023 | 08/2023 |
| Omegaone | Willoughby | OH | 05/2022 | 08/2022 |
| Notre Dame College | South Euclid | OH | 08/2020 | 05/2022 |
| Buyers Products | Mentor | OH | 05/2021 | 08/2021 |
| Amazon | North Randall | OH | 05/2020 | 08/2020 |
| St. Edward High School | Lakewood | OH | 08/2016 | 05/2020 |
| Unemployed | Kent | OH | 06/2025 | 10/2025 |
| Equitable Advisors, Llc | New York | NY | 10/2025 | 02/2026 |
| Wedbush Securities Inc. | Pasadena | CA | 02/2026 | Present |
Goodman Wealth Advisors Direct Insurance - admin/agent; investment-related; Cleveland, OH; insurance sales of life and health policies; about five hours total dedicated to this activity per month - all during trading hours; start date 03/16/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-14 |
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