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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-10 |
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 |
|---|---|---|---|---|
| Arvin Sango Inc. | Madison | IN | 05/2024 | 07/2024 |
| Indiana Wesleyan University | Marion | IN | 09/2023 | 05/2024 |
| Unemployed | Cincinnati | KY | 05/2026 | 06/2026 |
| Equitable Advisors, Llc | New York | NY | 06/2026 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 02/2026 | 05/2026 |
| Conservative Financial Solutions | Harrison | OH | 01/2025 | 05/2026 |
| Indiana Wesleyan University | Marion | IN | 08/2021 | 01/2025 |
| Milan Community School | Milan | IN | 08/2015 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-23 |
| S65 | Uniform Investment Adviser Law Examination | 2026-02-13 |
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