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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-04-23 |
| TX | RA | APPROVED | 2022-04-21 |
Branch Locations
8044 Montgomery Road, Ste. 10 The Towers At Kenwood, Cincinnati, OH 45236 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinatti | OH | 12/2019 | 03/2022 |
| Wells Fargo | Homer | AK | 12/2018 | 08/2019 |
| Werner Landscaping | Loveland | OH | 08/2018 | 11/2018 |
| Bob's Trophy Charters | Homer | AK | 06/2018 | 08/2018 |
| Cincinnati Nature Center | Milford | OH | 06/2017 | 08/2017 |
| University Of Cincinnati | Cincinnati | OH | 01/2017 | 05/2017 |
| University Of Cincinnati | Cincinatti | OH | 08/2014 | 05/2018 |
| Unemployed | Cincinnati | OH | 08/2019 | 12/2019 |
| Bank Of America, N.A. | Cincinnati | OH | 02/2020 | 03/2022 |
| Ubs Financial Services | Montgomery | OH | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-16 |
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