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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-28 |
| OH | RA | APPROVED | 2026-02-03 |
Branch Locations
831 Eastgate South Dr, Cincinnati, OH 45245 • United States
9720 Colerain Ave, Cincinnati, OH 45251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Ft. Wright | KY | 07/2023 | 01/2026 |
| Pfs Investments Inc. | Ft. Wright | KY | 12/2024 | 01/2026 |
| Door Dash | Cincinnati | OH | 01/2024 | 01/2026 |
| Target | Cincinnati | OH | 02/2023 | 10/2023 |
| Deweys Pizza | Cincinnati | OH | 10/2022 | 02/2023 |
| Footlocker | Cincinnati | OH | 09/2022 | 10/2022 |
| Hern Marine | Fairfield | OH | 04/2022 | 08/2022 |
| University Of Cincinnati Blue Ash | Blue Ash | OH | 08/2021 | 04/2022 |
| Kroger | Lebanon | OH | 02/2021 | 08/2021 |
| Fairfield Senior High School | Fairfield | OH | 08/2020 | 05/2021 |
| Freddys Frozen Custard And Steak Burgers | Cincinnati | OH | 05/2020 | 07/2020 |
| Unemployed | Cincinnati | OH | 03/2020 | 05/2020 |
| Fairfield Senior High School | Fairfield | OH | 08/2019 | 03/2020 |
| Unemployed | Cincinnati | OH | 05/2019 | 08/2019 |
| Fairfield Senior High School | Fairfield | OH | 08/2018 | 05/2019 |
| Fairfield Freshman School | Fairfield | OH | 09/2017 | 06/2018 |
| Unemployed | Cincinnati | OH | 05/2017 | 09/2017 |
| Monroe Junior High School | Monroe | OH | 08/2016 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 01/2026 | Present |
| Bank Of America, N.A. | Cincinnati | OH | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-17 |
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