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255 East Fifth St. Suite 3000, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-20 |
Branch Locations
255 East Fifth St. Suite 3000, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Constellation Wealth Advisors | Cincinnati | OH | 12/2023 | Present |
| Cassady Schiller Cpas & Advisors | Cincinnati | OH | 08/2020 | 12/2023 |
| Xavier University | Cincinnati | OH | 08/2016 | 08/2020 |
CancerFree Kids; Title: Board Member: Start Date - December 2023; Location: Cincinnati, OH; Non-Investment related (Not compensated/Volunteer); Cancer Free Kids is a non-profit organization dedicated to funding early-stage research in the treatment of childhood cancer; nominal hours devoted during trading and non-trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-18 |
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