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9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-09 |
Branch Locations
9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Cincinnati | OH | 06/2018 | 06/2020 |
| University Of Dayton | Dayton | OH | 06/2014 | 06/2018 |
| Fifth Third Bank | Cincinnati | OH | 06/2020 | 03/2021 |
| Bessemer Trust | Palm Beach | FL | 01/2024 | 07/2025 |
| Bessemer Trust | Palm Beach | FL | 03/2021 | 12/2023 |
| Truepoint, Inc. | Cincinnati | OH | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-05-29 |
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