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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dixon Builders | West Chester | OH | 06/2016 | 11/2017 |
| Jpmorgan Chase Bank | Milford | OH | 08/2016 | 03/2018 |
| Jpmorgan Securities Llc | Milford | OH | 08/2016 | 03/2018 |
| Pnc Investments | Cincinnati | OH | 05/2025 | Present |
| Unemployed | Cincinnati | OH | 03/2018 | 07/2018 |
| Transamerica Agency Network | Independence | KY | 07/2018 | 09/2018 |
| Unemployed | Cincinnati | OH | 09/2018 | 10/2018 |
| Cf Bank | Blue Ash | OH | 10/2018 | 09/2019 |
| Riverhills Bank | Milford | OH | 09/2019 | 10/2023 |
| Pnc Bank | Cincinnati | OH | 01/2024 | Present |
| Hamilton Lauren Llc | Cincinnati | OH | 01/2020 | 01/2024 |
| Unemployed | Cincinnati | OH | 10/2023 | 01/2024 |
1.) 02/27/2025 / Guest Services Attendant II / Great Parks of Hamilton County / Non-investment related / Zero hours during trading hours 2.) 02/27/2025 / Guest Services Attendant II-Clerk / Little Miami Golf Club / Non-investment related / Zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-20 |
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