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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-02-29 |
| OH | RA | APPROVED | 2024-02-23 |
Branch Locations
3740 Paxton Avenue, Cincinnati, OH 45209 • United States
1180 Smiley Avenue, Cincinnati, OH 45240 • United States
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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Invesments | Albany | NY | 01/2012 | 09/2016 |
| Pks Advisory Services, Llc | Albany | NY | 08/2013 | 09/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IN | 09/2016 | 05/2021 |
| Cambridge Investment Research Adivsors, Inc. | Fairfield | IA | 09/2016 | 05/2021 |
| Ameriprise Financial Services, Inc. | Crestview Hills | KY | 05/2021 | 02/2024 |
| Pnc Investments | Cincinnati | OH | 02/2024 | Present |
1. 10/2017 / Member / Tierra Grande Golf and Resort - Real Estate Development / Investment related / Hours during trading hours: 1 hr a month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-20 |
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