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9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-17 |
Branch Locations
9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Cincinnati, | OK | 03/2019 | 06/2022 |
| Action Sports Center | Dayton | OH | 03/2016 | 04/2018 |
| Wright State Univeristy | Fairborn | OH | 08/2015 | 05/2020 |
| Voya Financial Advisor, Inc. | Dayton | OH | 05/2022 | 02/2023 |
| Teradata | Miamisburg | OH | 03/2018 | 03/2019 |
| Cardinal Point Financial Group | Beavercreek | OH | 05/2019 | 04/2020 |
| Further Financial Group | Cincinnati | OH | 05/2020 | 05/2022 |
| Truepoint Wealth Counsel | Cincinnati | OH | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-10 |
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