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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-15 |
| TX | RA | APPROVED | 2025-04-14 |
Branch Locations
8044 Montgomery Rd Ste 570 Towers Of Kenwood, Cincinnati, OH 45236 • 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 | 04/2020 | 11/2023 |
| Unemployed | Mason | OH | 01/2020 | 04/2020 |
| Avon Board Of Education | Avon | CT | 08/2011 | 12/2019 |
| Raymond James & Associates Inc. | Cincinnati | OH | 11/2023 | 04/2025 |
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 04/2025 | Present |
POWER OF ATTORNEY FOR SPOUSE; INV RELATED; LIBERTY TOWNSHIP, OH; POA; 04/2025; 1 HOUR PER MONTH; 0 DURING TRADING; POA FOR SPOUSE FIRED & FUSED; NOT INV RELATED;LIBERTY TOWNSHIP,OH; SOLE PROPRIETORSHIP;100% OWNERSHIP; START DATE: 06/22/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-21 |
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