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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-06 |
| OH | RA | APPROVED | 2026-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miami University Oxford | Oxford | OH | 08/2021 | 05/2025 |
| Jpmorgan Chase | Columbus | OH | 06/2024 | 08/2024 |
| Topshelf Shots Inc | Oxford | OH | 08/2023 | 12/2024 |
| Badin High School | Hamilton | OH | 08/2017 | 05/2021 |
| Fairfield Middle School | Fairfield | OH | 08/2015 | 05/2017 |
| Dlak Wealth Advisors | West Chester | OH | 12/2024 | 08/2025 |
| Guardian Life Insurance Company | West Chester | OH | 08/2025 | 01/2026 |
| Park Avenue Securities | West Chester | OH | 08/2025 | 01/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fairfield | OH | 01/2026 | Present |
| Bank Of America, N.A. | Fairfield | OH | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-18 |
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