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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2025-05-23 |
| OH | RA | APPROVED | 2025-05-08 |
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 |
|---|---|---|---|---|
| Pnc Investments | Cincinnati | OH | 12/2012 | Present |
| Wells Fargo Clearing Services, Llc ( | Cincinnati | OH | 05/2025 | Present |
BEL HOLDINGS, LLC; INV RELATED; FORT MITCHELL, KY; 50% OWNERSHIP; 09/2019; 1 HOUR PER MONTH; 0 DURING TRADING; LLC THAT OWNS RENTAL PROPERTY| CD HOLDINGS LLC; INV RELATED; FORT MITCHELL, KY; LLC OWNS RENTAL REAL ESTATE; 50% OWNERSHIP; START DATE 07/18/2018; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS RENTAL PROPERTY ; INV RELATED;FLORENCE,KY; RENTAL PROPERTY.;50% OWNERSHIP; START DATE: 09/11/2019; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY ; INV RELATED;LUDLOW,KY; RENTAL PROPERTY.;50% OWNERSHIP; START DATE: 05/16/2018; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-26 |
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