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200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-20 |
| TX | RA | APPROVED | 2025-11-20 |
Branch Locations
4555 Lake Forest Dr Suite 410, Cincinnati, OH 45242 • United States
200 East 7Th Street, Auburn, IN 46706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western & Southern Life | West Chester | OH | 11/2024 | 11/2025 |
| Western & Southern Life | West Chester | OH | 11/2024 | 11/2025 |
| University Of Cincinnati | Cincinnati | OH | 08/2022 | 04/2024 |
| Self Managed Stock Portfolio | Cincinnati | OH | 08/2020 | Present |
| Doordash | Cincinnati | OH | 07/2020 | 03/2021 |
| Jimmy Johns | Kenwood | OH | 12/2017 | 08/2018 |
| University Of Cincinnati Blue Ash | Kenwood | OH | 08/2018 | 04/2020 |
| Unemployed | Cincinnati | OH | 12/2017 | 08/2018 |
| University Of Findlay | Findlay | OH | 08/2017 | 12/2017 |
| Jimmy Johns | Kenwood | OH | 06/2015 | 08/2017 |
| Unemployed | Cincinnati | OH | 03/2021 | 07/2022 |
| Cx Institutional | Cincinnati | OH | 11/2025 | Present |
| Western & Southern Life | West Chester | OH | 07/2024 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-01 |
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