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50 E. Rivercenter Blvd Suite 301, Covington, KY 41011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-20 |
Branch Locations
4500 Cooper Road Ste 201, Cincinnati, OH 45242 • United States
50 E. Rivercenter Blvd Suite 301, Covington, KY 41011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Journey Advisory Group | Covington | KY | 07/2025 | Present |
| Wesbanco Bank | Fort Thomas | KY | 05/2019 | 05/2025 |
| U.S. Bank | Cincinnati | OH | 11/2011 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-28 |
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