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706 Deerfield Rd., Lebanon, OH 45036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-12-11 |
| TX | RA | APPROVED_RES | 2025-09-10 |
| OH | RA | APPROVED | 2024-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services | Cincinnati | OH | 04/2016 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miamisburg | OH | 06/2017 | 03/2019 |
| Bank Of America, N.A. | Miamisburg | OH | 08/2017 | 03/2019 |
| Cetera Advisor Networks | El Segundo | CA | 03/2019 | 01/2020 |
| Building Blocks For Kids | Mason | OH | 07/2018 | 01/2020 |
| Carillon Advisors | Moraine | OH | 03/2019 | 11/2019 |
| Act Inc. | King Mills | OH | 08/2019 | 01/2020 |
| Prudential Insurance Company Of America | Cincinnati | OH | 01/2020 | 02/2024 |
| Pruco Securities, Llc. | Cincinnati | OH | 01/2020 | 02/2024 |
| Kld Wealth Management, Llc | Lebanon | OH | 02/2024 | Present |
| Mass Mutual Life Insurance Company | Cincinnati | OH | 02/2016 | 06/2017 |
| Saia Freight Ltl | West Chester | OH | 10/2024 | 08/2026 |
| Acre Tax Strategy, Llc | Lebanon | OH | 08/2026 | Present |
1.) Acre Tax Strategy, LLC; Not Investment Related; Lebanon, OH; Accounting, Bookkeeping, and Tax Services; Owner; Start Date 08/2026; Approx. 32 - 48 hours/month with some time spent during securities trading hours; Provides tax preparation, bookkeeping, business consulting, tax strategy review, and implementation services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-22 |
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