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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-17 |
Branch Locations
6050 Oak Tree Blvd Suite 320, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 05/2024 | Present |
| Ohio University College Of Business - Finance Department | Athens | OH | 04/2023 | 05/2024 |
| Applebee's Neighborhood Bar And Grill | Rocky River | OH | 12/2018 | 01/2024 |
| Spice Catering Co. | Cleveland | OH | 06/2022 | 01/2024 |
| Ohio University College Of Business - Events Team | Athens | OH | 08/2022 | 05/2023 |
| Saint Joseph Academy | Cleveland | OH | 05/2016 | 12/2018 |
1) Working Women's Connection Networking Group - Non-investment committee member - Westlake, OH - 02/2025 - 10 hrs/mth. 2) Westside Business Connections Chapter of AmSpirit Business Connections - President/Board Member Non-Investment - Columbus, Ohio - 7/2026 - 10 hrs/mth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-30 |
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