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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-04-26 |
| KY | RA | APPROVED | 2023-04-25 |
Branch Locations
300 E Business Way, Suite 100A, Cincinnati, OH 45241 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Early Express, Inc. | Dayton | OH | 08/2011 | 01/2017 |
| Russell & Company | Fairborn | OH | 07/2014 | 10/2020 |
| Argi Investment Services | Louisville | KY | 10/2020 | 04/2023 |
| Cerity Partners | Cincinnati | OH | 04/2023 | Present |
1) Hope Rising Pregnancy Center; Not Investment Related; Board of Directors; 6-10 hours/month 2) Sensel Family Ventures, LLC; Investment Related; Dayton, OH; Small business investment; Managing Director; 6/2025; 2 hours per month during securities trading hours; Coordinate deal sourcing and internal governance 3) David's Cemetery Association; not investment related; board of directors; 2/2025; 0 hrs per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-22 |
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