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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-06 |
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 |
|---|---|---|---|---|
| Kensington Wealth Partners | Columbus | OH | 05/2025 | 11/2025 |
| 49 Degrees | Coldwater | OH | 02/2022 | 08/2024 |
| Mercer County Elks Golf Course | Celina | OH | 04/2019 | 11/2021 |
| Bowling Green State University | Bowling Green | OH | 08/2022 | 05/2026 |
| Unemployed | Saint Henry | OH | 03/2016 | 04/2019 |
| Equitable Advisors, Llc | New York | NY | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-05 |
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