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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-19 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Wilmington, OH • United States
115 Broadway 5Th Floor, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-07-27 |
Branch Locations
3033 Kettering Blvd Ste 103, Moraine, OH 45439 • United States
115 Broadway 5Th Floor, New York, NY 10006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truepoint Inc. | Cincinnati | OH | 08/2014 | 01/2017 |
| Creative Planning | Wilmington | OH | 01/2017 | 10/2018 |
| Constellation Wealth Advisor, Llc | Cincinnati | OH | 10/2018 | 08/2026 |
| Quadrant Capital Group, Llc | Cincinnati | OH | 10/2018 | 08/2026 |
| Alterntiv Wealth | Cincinnati | OH | 07/2023 | 08/2026 |
| Savvy | Wilmington | OH | 08/2026 | Present |
Clinton County, non-investment related, 1850 Davids Drive Suite 203 Wilmington, OH 45177, elected official, treasurer, 05/2021, 40 hrs/month during trading, manage the treasurer's office for the county
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