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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-04-26 |
Branch Locations
7845 Kenwood Rd, Cincinnati, OH 45236 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argi Investment Services | Louisville | KY | 05/2019 | 04/2023 |
| City Of Edgewood | Edgewood | KY | 04/2017 | 05/2019 |
| Putt Putt Golf Course | Erlanger | KY | 04/2014 | 04/2017 |
| Cerity Partners | Cincinnati | OH | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-22 |
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