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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-12 |
| OH | RA | APPROVED | 2020-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 05/2017 |
| Morgan Stanley | Cincinnati | OH | 12/2013 | 05/2017 |
| The Prudential Insurance Company Of America | Cincinnati | OH | 05/2017 | 07/2020 |
| Pruco Securities Llc | Cincinnati | OH | 05/2017 | 07/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 07/2020 | Present |
| Fitness International Dba L.A. Fitness | Cincinnati | OH | 03/2017 | 05/2017 |
| Life Time Fitness | Cincinnati | OH | 02/2018 | 07/2020 |
| Bank Of America, N.A. | Cincinnati | OH | 10/2020 | Present |
GIRL SCOUTS OF WESTERN OHIOPOSITION: Troop Leader NATURE: Non-Profit and Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2019ADDRESS: Cincinnati OH 45242, United States DESCRIPTION: lead a troop of girl scouts GENERAL HEALTH INSURANCEPOSITION: agent NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/31/2017ADDRESS: Cincinnati OH 45249, DESCRIPTION: selling and servicing health insurance I*547369 For profit or not for profit: Entity Charitable Name of outside business organization: Ursuline Academy Investment related: No Address of business: Cincinnati, Ohio, 45242Nature of business: ["School, College or University"]Position, title, association: Committee, Other Start date of relationship: 7/6/2020 Number of hours devoted: 2 hours Monthly Number of hours devoted during trading hours: 0Duties: , I am on the Development Committee for Ursuline Academy. We get together monthly to review the fundraising activity for the school and advise where the school should be focusing their energy and efforts to make Ursuline a better place. I*: 2239285Entity Type: Entity For Profit, Entity Publicly TradedName of OBA: Pure BarreAddress: Mason, OH 45040Investment Related: NoPosition, Title, Association: Employee Employee Start Date: 3/13/2025Number of Hours: 2 hrs wklyNumber of Hours during trading: 0 Duties: Group fitness instructor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-24 |
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