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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-17 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
Mansfield, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckinley Carter Wealth Services | Wheeling | WV | 09/2023 | 11/2025 |
| Robert Half | Akron | OH | 03/2023 | 05/2023 |
| Westfield Bank | Akron | OH | 06/2022 | 11/2022 |
| Nationwide Insurance Company | Columbus | OH | 02/2020 | 06/2022 |
| Summit Financial Strategies, Inc. | Columbus | OH | 09/2013 | 02/2020 |
| Unemployed | Akron | OH | 11/2022 | 02/2023 |
| Unemployed | Akron | OH | 05/2023 | 08/2023 |
| Farther | Mansfield | OH | 10/2025 | Present |
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