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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-04-20 |
Branch Locations
5001 Kingsley Drive, Cincinnati, OH 45263 • United States
Loveland, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Columbus | OH | 11/2013 | 10/2017 |
| Bmo Nesbitt Burns Securities Ltd. | Toronto, On | 11/2017 | 03/2018 | |
| Your Planning Partner, Llc | Palm Beach Gardens | FL | 05/2018 | 09/2018 |
| The Huntington Investment Company | Columbus | OH | 03/2019 | 08/2021 |
| Independent Contractor | Toronto, On | 08/2018 | 02/2019 | |
| Massmutual | Springfield | MA | 08/2021 | Present |
| Mml Investors Services, Llc | Worthington | OH | 08/2021 | 10/2022 |
| Not Employed | Worthington | OH | 09/2020 | 08/2021 |
| Triad Advisors Llc | Norcross | GA | 10/2022 | Present |
| Fifth Third Bank | Cincinnati | OH | 04/2023 | Present |
| Advisor Group | Phoenix | AZ | 10/2022 | 04/2023 |
| Mml Investor Services | Springfield | MA | 08/2021 | 07/2022 |
| Not Employed | N/A | OH | 09/2020 | 08/2021 |
| The Huntington Investment Co | Columbus | OH | 03/2019 | 08/2020 |
| Independent Contractor | Oakville | 05/2018 | 02/2019 | |
| Bmo Nesbitt Burns | Toronto | 11/2017 | 04/2018 | |
| Jpmorgan Securities | Columbus | OH | 11/2013 | 10/2017 |
| Fifth Third Securities | Cincinnati | OH | 04/2023 | Present |
| Unemployed | Cincinnati | OH | 08/2022 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-07 |
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