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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-22 |
| TX | RA | APPROVED | 2024-08-22 |
Branch Locations
3825 Edwards Rd. Suite 530, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 09/2018 | 09/2018 |
| Foreign Affairs Auto | West Palm Beach | FL | 05/2018 | 09/2018 |
| United Way | Lexington | KY | 11/2017 | 05/2018 |
| Awesome Inc | Lexington | KY | 12/2017 | 05/2018 |
| University Of Kentucky Athletics | Lexington | KY | 12/2014 | 05/2018 |
| Lockheed Martin | Lexington | KY | 05/2017 | 09/2017 |
| University Of Kentucky Campus Recreation | Lexington | KY | 08/2014 | 01/2017 |
| Turpin Hills Swim Club | Cincinnati | OH | 05/2012 | 09/2016 |
| Student - Full Time (Grade School - College) | Cincinnati | OH | 08/2000 | 05/2018 |
| Swimsafe Pool Management | Cincinnati | OH | 07/2015 | 07/2017 |
| Peak Brokerage Services, Llc | Palm Beach Gardens | FL | 01/2019 | 03/2021 |
| Unemployed | Lake Worth | FL | 10/2018 | 12/2018 |
| Blackridge Asset Management, Llc | Williamsville | NY | 03/2019 | 03/2021 |
| Morgan Stanley Smith Barney Llc | Cincinnati | OH | 07/2022 | 08/2024 |
| Polson Higgs Wealth Management | Dunedin | 06/2021 | 07/2022 | |
| Rbc Capital Markets, Llc | Cincinnati | OH | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-18 |
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