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Cincinnati, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-07-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Cincinnati | OH | 01/2020 | 07/2021 |
| U.S. Bank | Cincinnati | OH | 06/2019 | 08/2019 |
| Synchrony Financial | Atlanta | GA | 06/2018 | 08/2018 |
| Reynolds And Reynolds | Dayton | OH | 05/2017 | 08/2017 |
| University Of Dayton | Dayton | OH | 08/2014 | 06/2017 |
| Unemployed | Cincinnati | OH | 01/2010 | 06/2017 |
| Unemployed | Cincinnati | OH | 09/2017 | 05/2018 |
| Unemployed | Cincinnati | OH | 09/2018 | 05/2019 |
| Unemployed | Cincinnati | OH | 09/2019 | 12/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2020 | 07/2021 |
| Cullen Investment Group | Cincinnati | OH | 07/2020 | Present |
| Renew Employment Services | Cincinnati | OH | 10/2020 | Present |
| Achievepoint Academy | Cincinnati | OH | 11/2021 | Present |
| Cullen Cioffi Capital Management | Cincinnati | OH | 01/2022 | Present |
Cullen Investment Group Yes, the business is investment-related Address: 3567 Royal Stewart Ct, Cincinnati, OH 45245 Nature of other business: Investment Advisory firm Title and relationship with other business: Chief Executive Officer, principal owner Start date of relationship: 7/1/2020 Number of hours devoted: Currently 160-200/month, however, that will be winding down as I focus on the new firm. Number of hours devoted during trading hours/ 3-7 hours a day, however, that will be reallocated to the new firm, Cullen Cioffi Capital Management. I was founder, principal owner and chief executive officer of Cullen Investment Group.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-13 |
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