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3825 Edwards Road Suite 420, Cincinnati, OH 45209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-21 |
Branch Locations
3825 Edwards Road Suite 420, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Cincinnati | OH | 06/2012 | 06/2022 |
| U.S. Bancorp Investmetns, Inc. | Cincinnati | OH | 11/2012 | 06/2022 |
| Canopy Partners, Llc | Cincinnati | OH | 06/2023 | Present |
| Self-Employed - Real Estate | Cincinnati | OH | 06/2022 | Present |
Entity Name: Mooney Hyde Park LLC; Investment related: No; Address: Cincinnati, OH; Nature of the other business: Sole owner of a 4-unit apartment building; Position/Title: Owner; Start Date: 6/2022; Approximate # of hours per month: 4; Approximate # of hours during securities trading hours: 2; Briefly describe your duties: Actively designed and remodeled 4-unit apartment building and repositioned in the rental real estate market; Entity Name: Tusculum Insurance Solutions, LLC; Investment related: No; Address: Cincinnati, OH; Nature of the other business: Life insurance; Position/Title: Ownership interest; Start Date: 10/2023; Approximate # of hours per month: 2; Approximate # of hours during securities trading hours: 2; Briefly describe your duties: Minority owner, provide business oversight and consult with majority owner as to operations, sales, and other business matters
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-01-30 |
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