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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-06 |
| OH | RA | APPROVED | 2024-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keysource Pharmaceuticals | Cincinnati | OH | 03/2021 | 05/2021 |
| Mml Investors Services, Llc | Cincinnati | OH | 08/2023 | 10/2023 |
| Orangetheory Fitness | Holland | MI | 01/2019 | 07/2019 |
| Fidelity Personal And Workspace Advisors | Covington | KY | 04/2022 | 06/2023 |
| Gpac | Nashville | TN | 08/2020 | 02/2021 |
| Family Fitness | Standale | MI | 01/2020 | 06/2020 |
| Student | Cincinnati | OH | 08/2010 | 07/2020 |
| Outside Insight | Cincinnati | OH | 06/2017 | 08/2019 |
| Orangetheory Fitness | Newport | KY | 07/2019 | 01/2020 |
| Massmutual Life Insurance Company | Cincinnati | OH | 07/2023 | 10/2023 |
| Fidelity Brokerage Services Llc | Covington | KY | 07/2021 | 06/2023 |
| Fidelity Investments | Covington | KY | 11/2023 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 09/2024 | Present |
| Skylight Financial Group | Cincinnati | OH | 06/2023 | 11/2023 |
| Grand Valley State University | Grand Rapids | MI | 08/2016 | 07/2020 |
| Bank Of America, N.A. | Cincinnati | OH | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-29 |
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