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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-29 |
| OH | RA | APPROVED | 2021-12-07 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
312 Walnut St Pbig - Cincinnati, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 06/2021 | Present |
| Deloitte | Cincinnati | OH | 01/2020 | 04/2020 |
| University Of Kentucky Endowment Office | Lexington | KY | 01/2019 | 01/2020 |
| The E.W. Scripps Company | Cincinnati | OH | 05/2019 | 08/2019 |
| Broadview Financial | Cincinnati | OH | 05/2017 | 08/2017 |
| University Of Kentucky | Lexington | KY | 08/2016 | 05/2021 |
| Bank Of America, N.A. | Cincinnati | OH | 07/2021 | Present |
I*1733274Entity Type, Name of OBA: Cincinnati Cancer AdvisorsAddress: Investment Related: NoPosition, Title, Association: Employee Start Date: No Hours: No Hours during trading: Duties: I am going to be a Sole Man in this year's Wine, Women, and Shoes event. This event is put on annually to benefit the Cincinnati Cancer Advisors (CCA). CCA is an organization that exists to improve the care of cancer patients seeking a second opinion so that they walk away with a thorough understanding of their diagnosis and confidence in their plan of care. For this event, I will be fundraising to benefit CCA.I*2612264, Entity Type Not for profit , Name of OBA: Covington Catholic Address: Park HillsKentucky41011 Investment Related: No Position, Title, Association:committee Employee Start Date:08/07/2025 No Hours: 2 monthly No Hours during trading: 1 monthly Duties: Covington Catholic is the high school I attended. I recently got involved in a committee that runs on Northern Kentuckian of the Year event, which is put on by Covington Catholic. Very minimal. We meet either via Zoom or at Cov Cath to discuss the next year's award recipient, plan for the event, and raise money to ultimately help students in the work study program. I*2899287 Entity Type: N/A Name of OBA: Boys and Girls Club of Greater Cincinnati Address:Cincinnati Ohio Investment Related:No Position, Title, Association:N/A Start Date:01/07/2025 No Hours: 2 Monthly No Hours during trading:0 Monthly Duties:The Boys and Girls Club of Greater Cincinnati has been changing lives since its founding in 1939 by building great futures for kids who need a safe and positive place to spend the most vulnerable times of the day, immediately after school and at night, when supervision is often lacking and temptations are great. I am serving on their Young Professional's board to help plan events that aim to raise funds and awareness for the Boys and Girls Club of Greater Cincinnati. I also help mentor kids to help them achieve their goals in life.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-18 |
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