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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2015-12-23 |
Branch Locations
4000 Smith Road Suite 300, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors Llc | New York | NY | 11/2011 | 06/2020 |
| Glenview Golf Course | Cincinnati | OH | 06/2012 | Present |
| Equitable Advisors, Llc | New York | NY | 11/2011 | Present |
1) Triplecrown Wealth Management, LLC - Member DBA - Cincinnati, OH - 10/2021 2) TTEE for family trust 3) Hamilton County Police Association - Board member/Treasurer Non-Investment - Cincinnati, OH - 10/2023 - 2 hrs/mth. 4) Greater Cincinnati Police Museum - Director of Finance Non-Investment - Cincinnati, OH - 12/2023 - 2 hrs/mth. 5) Miami Township-Hamilton County Ohio - Finance Committee Member Non-Investment - North Bend, OH - 02/2026 - 1hr/mth. 6) TCRE, LLC. North bend, OH 45052, LLC used to buy real estate. June 2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-30 |
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