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1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-04 |
| TX | RA | APPROVED | 2024-04-04 |
Branch Locations
Cincinnati, OH • United States
1650 Garnet Avenue #1090, San Diego, CA 92109 • United States
Cincinnati, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foster & Motley, Inc. | Cincinnati | OH | 02/2020 | 08/2023 |
| Sabbatical | Cincinnati | OH | 05/2018 | 02/2020 |
| North Shore Surgi-Center | Smithtown | NY | 06/2014 | 05/2018 |
| St Catherine Of Siena Med Center | Smithtown | NY | 01/2016 | 03/2018 |
| Live And Give Financial Llc | Cincinnati | OH | 08/2023 | Present |
| Nectarine | Cincinnati | OH | 04/2024 | Present |
| Queen City Rents | Cincinnati | OH | 12/2012 | Present |
Queen City Rents investment-related private address in Cincinnati, OH long term single-family real estate rental Owner 12/2012 de minimis hours per month 0 hours during trading general management: collecting rents, responding the maintenance requests, tenant onboarding/offboarding
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-16 |
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