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36855 American Way, Suite F, Avon, OH 44011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aml Rightsource | Cleveland | OH | 12/2022 | 06/2024 |
| Edgewater Investment Group | Avon | OH | 03/2019 | 11/2022 |
| Edgewater Pro Sports Financial | Avon | OH | 07/2024 | Present |
| Cleveland State University | Cleveland | OH | 12/2017 | 05/2021 |
| Ymca Of Greater Cleveland - Lakewood Branch | Lakewood | OH | 12/2015 | 11/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-31 |
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