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3825 Edwards Road Ste 650, Cincinnati, OH 45209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-04 |
Branch Locations
3825 Edwards Road Ste 650, Cincinnati, OH 45209 • United States
3825 Edwards Road Ste 650, Cincinnati, OH 45209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-07 |
| OH | RA | APPROVED | 2024-07-22 |
Branch Locations
3825 Edwards Road Ste 650, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 03/2014 | 07/2024 |
| Bank Of America, N.A. | Cincinnati | OH | 07/2014 | 07/2024 |
| Argentarii, Llc | Cincinnati | OH | 07/2024 | Present |
| Arg Private Wealth, Llc | Cincinnati | OH | 02/2025 | Present |
1) Trustee (Family member's trust); Yes; Family Member's Trust, no additional compensation received for this role. 2) Essential Provisions, LLC; No; 292 Inwood Road Wilmington, OH 45177; Food Manufacturing; Advisor; Member, Board of Advisors; 08/21/2024; Once a month meetings as needed; 1-2 hours/month; 0 hours/month during securities hours; Business Advisor. 3. SABAL CAPITAL; INV REL; CINCINNATI, OH; COMPANY TO HOLD OWNERSHIP EQUITY IN ARGENTARRI; OWNER; 12/7/2025; 0 HOURS PER MONTH. 4. SABAL HOLDINGS; INV REL; CINCINNNATI, OH; HOLDING COMPANY; OWNER; HOLD INVESTMENTS; OWNER; 12/7/2025; 1HOUR PER MONTH; 0 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-28 |
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