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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-16 |
| KY | RA | APPROVED | 2025-10-02 |
Branch Locations
7423 Wooster Pike, Cincinnati, OH 45227 • United States
4144 Hunt Road, Cincinnati, OH 45236 • United States
5333 Pleasant Avenue, Fairfield, OH 45014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Cincinnati | OH | 07/2018 | 11/2021 |
| Unemployed | Cincinnati | OH | 01/2018 | 06/2018 |
| Fort Washington Investment Advisors | Cincinnati | OH | 08/2017 | 12/2017 |
| Unemployed | Cincinnati | OH | 05/2017 | 07/2017 |
| Lendkey Technologies, Inc. | Cincinnati | OH | 09/2015 | 04/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2018 | 11/2021 |
| Pnc Investments, Llc. | Newport | KY | 09/2025 | Present |
| Fifth Third Bank | Cincinnati | OH | 11/2022 | 10/2024 |
| Fifth Third Securities | Cincinnati | OH | 11/2021 | 11/2022 |
| Unemployed | Cincinnati | OH | 11/2024 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-22 |
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