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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-26 |
| OH | RA | APPROVED | 2019-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 05/2015 | 06/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 06/2019 | Present |
| Bank Of America, N.A | Cincinnati | OH | 07/2019 | Present |
I*136190For profit or not for profit: Non-Profit OrganizationName of outside business organization: Seven Hills High SchoolInvestment related: NAddress of business:Cincinnati, Ohio 45227Nature of business: Other,SchoolPosition, title, association: Part-Time, Start date of relationship: 2/22/2021Number of hours devoted: 40 hour(s) MonthlyNumber of hours devoted during trading hours: 6Duties: Working as an assistant coach for the Seven Hills HS baseball team. I will assist with position players, pitchers, and hitting. I*2013272 Entity For Profit Name of OBA: Queen City Bros LLC Address: Loveland, Ohio, 45140 Investment Related: No Position, Title, Association: Owner Employee Start Date: 10/01/2024 No Hours: 10 No Hours during trading: 0 Duties: Real estate rental property investment purchases
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-14 |
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