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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quadrant Partners | Cincinnati | OH | 03/2015 | 01/2022 |
| Aprio Wealth Management, Llc | Atlanta | GA | 10/2022 | 09/2025 |
| Aprio Advisory Group | Atlanta | GA | 10/2022 | 09/2025 |
| Minority Business Accelerator | Cincinnati | OH | 02/2022 | 08/2022 |
| Ritholtz Wealth Management | New York | NY | 01/2026 | Present |
| Unemployed | Cinninati | OH | 10/2025 | 12/2025 |
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