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50 E. Rivercenter Blvd Suite 301, Covington, KY 41011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-09-18 |
| OH | RA | APPROVED | 2020-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Journey Advisory Group, Llc | Covington | KY | 08/2020 | Present |
| Pnc Bank, N.A. | Cincinnati | OH | 11/2009 | 07/2020 |
Blue Swan Investors, LLC, Board Member, Investment-related, June 2021, 2 hours per quarter, non during trading hours. CFA Society of Cincinnati, President, non-investment related. no hours during trading hours St Ursula High School, Finance Committee, non-investment related. no hours during trading hours. IU Reese Investment Fund, Board Member, investment related. no hours during trading hours. 4C for Children, Investment Committee Chair, non-investment related. no hours during trading hours. Rotary Club of Cincinnati, Committee Chair, non-investment related. no hours during trading hours.
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