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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-15 |
Branch Locations
4000 Smith Road Suite 300, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2024 | Present |
| Kenton County School District | Ft. Mitchell | KY | 08/2024 | 12/2024 |
| Learn By Doing Albert.iO | Evanston | IL | 11/2023 | 08/2024 |
| Oak Hills Local School District | Cincinnati | OH | 08/2008 | 08/2024 |
| Norwex | Coppell | TX | 08/2017 | 12/2018 |
| Mary Kay Cosmetics | Dallas | TX | 10/2010 | 09/2023 |
1) Executor Of Estate for Parents. 2) POA for Husband. 3) Ryland Heights Elementary School - Council Member Non-Investment - Ryland Heights, KY - 07/2024 - 4hrs/mth. 4) Florence Christian Church - Lay Leader Non-Investment - Florence, KY - 06/2025 - 12hrs/mth. 5) Kenton County - Poll Worker Non-Investment - Covington, KY - 5/2026 - 14hrs/mth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-14 |
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