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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-15 |
| OH | RA | APPROVED | 2025-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 03/2021 | 11/2025 |
| Communicare Health Services | Cincinnati | OH | 03/2020 | 03/2021 |
| Concept Rehab, Inc. | Villa Hills | KY | 06/2018 | 03/2020 |
| A Step Ahead Pediatric Therapy | Crestview Hills | KY | 09/2017 | 06/2018 |
| Foreman Therapy Services | Cincinnati | OH | 07/2017 | 09/2017 |
| Cincinnati Children's Hospital | Cincinnati | OH | 10/2016 | 07/2017 |
| Kroger | Anderson | OH | 09/2015 | 10/2016 |
| University Of Cincinnati: Clermont College | Bativia | OH | 08/2015 | 04/2017 |
| United States Navy Reserves | Louisville | KY | 12/2011 | 02/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | 11/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 11/2025 | Present |
| Madonna Manor | Villa Hills | KY | 06/2018 | 02/2019 |
| Brookside Healthcare | Cincinnati | OH | 02/2019 | 03/2021 |
| Bank Of America, N.A. | Cincinnati | OH | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-08 |
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