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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-05 |
| TX | RA | APPROVED | 2026-05-05 |
Branch Locations
9435 Waterstone Blvd Suite 290 [Satellite], Cincinnati, OH 45249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Cincinnati | OH | 10/2015 | 02/2018 |
| The Retirement Corporation Of America | Cincinnati | OH | 02/2018 | 08/2022 |
| Fifth Third Securities | Cincinnati | OH | 01/2020 | 05/2021 |
| Stratos Wealth Advisors, Llc | Cincinnati | OH | 05/2022 | 05/2026 |
| Wells Fargo Advisors Financial Network, Llc | Troy | OH | 05/2026 | Present |
Retirement Corporation of America Investment Related 10300 Alliance Rd. Ste 100 Cincinnati, OH 45249 Investment Advisory Rep 160 hours/month, 130 hours during trading hours 3 ASSET ADVISORY LLC; INV RELATED;CINCINNATI,OH; FINET PRACTICE;100% OWNERSHIP; START DATE: 05/05/2026; 160 HRS PER MONTH; 160 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-16 |
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