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3542 Edwards Rd #1, Cincinnati, OH 45208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-02-02 |
| OH | RA | APPROVED | 2023-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Institutional Investments Inc. | New York | NY | 11/2015 | 05/2017 |
| Jpmorgan | New York | NY | 07/2012 | 05/2017 |
| Virgil Wealth Advisory | New York | NY | 09/2019 | Present |
| First Data | New York | NY | 05/2017 | 04/2021 |
| National Veterinary Associates | Los Angeles | CA | 04/2021 | Present |
Head of Ventures at National Veterinary Associates. 50% of time spent, half the trading day is typical. Duties relate to finding innovative partnerships for the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-08 |
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