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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-22 |
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 |
|---|---|---|---|---|
| Wm | Bannockburn | IL | 10/2015 | 10/2025 |
| Body Alive | Cincinnati | OH | 08/2022 | 12/2023 |
| Equitable Advisors, Llc | New York | NY | 08/2025 | Present |
| California Golf Course | Cincinatti | OH | 08/2025 | 10/2025 |
POA for Mother.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-11 |
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