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7530 Kings Pointe Road, Toledo, OH 43617 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-15 |
| OH | RA | APPROVED | 2020-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argi Investment Services | Louisville | KY | 07/2019 | 10/2020 |
| Price Waterhouse Coopers | Cincinnati | OH | 07/2017 | 07/2019 |
| Not Working Cpa Exam Study | Loveland | OH | 03/2017 | 07/2017 |
| Price Waterhouse Coopers | Houston | TX | 01/2017 | 03/2017 |
| University Of Mississippi | University | MS | 08/2012 | 01/2017 |
| Kmg Fiduciary Partners | Toledo | OH | 10/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-12 |
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