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117 East Fourth Street, Covington, KY 41011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2019-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Randolph Co Inc | Cincinnati | OH | 04/2017 | 03/2018 |
| Opus Capital Management | Cincinnati | OH | 04/2012 | 04/2017 |
| Legacy Financial Advisors, Inc. | Covington | KY | 04/2019 | Present |
| Truepoint Wealth Counsel | Cincinnati | OH | 03/2018 | 04/2019 |
Since November of 2018, I have served as Treasurer for the Campbell County Red Devils Athletic Club, Inc., a 501(c)(3) organization devoted to youth football and cheerleading. As Treasurer, I am responsible for managing the organization's budget and expenses, and supporting fundraising efforts. I devote approximately 5-10 hours per week to this organization, with none of these hours occuring during securities trading hours.
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