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5968 Bridgetown Road, Cincinnati, OH 45248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities, Inc. | Chicago | IL | 03/2000 | 09/2016 |
| Raymond James & Associates, Inc. | Chicago | IL | 09/2016 | 05/2017 |
| Unemployed | Cincinnati | OH | 06/2017 | 08/2018 |
| Keybank | Cincinnati | OH | 09/2018 | 04/2019 |
| Raymond James Financial Services, Inc. | Cincinnati | OH | 05/2019 | 06/2025 |
| Cornerstone Retirement Advisors, Inc. | Cincinnati | OH | 05/2019 | 06/2025 |
| Bonaventura Wealth Advisors | Cincinnati | OH | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-10 |
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