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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Cincinnati | OH | 06/2020 | 04/2024 |
| Depaul University | Chicago | IL | 10/2018 | 06/2020 |
| Fifth Third Bank | Cincinnati | OH | 07/2018 | 09/2018 |
| Depaul University | Chicago | IL | 02/2017 | 06/2018 |
| The National Exemplar | Mariemont | OH | 02/2014 | 01/2017 |
| Charles Schwab & Co., Inc. | Cincinnati | OH | 01/2024 | Present |
| Charles Schwab Bank, Ssb | Cincinnati | OH | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-05 |
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