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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-03-02 |
Branch Locations
Cincinnati, OH • United States
625 Eden Park Drive Baldwin 200, Suite 500, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 11/2015 | 08/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2021 |
| Strategic Advisers, Llc | Covington | KY | 12/2016 | 07/2018 |
| Tiaa | Cincinnati | OH | 02/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Cincinnati | OH | 02/2023 | Present |
| Unemployed | Fort Thomas | KY | 08/2021 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-30 |
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