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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-06-10 |
| OH | RA | APPROVED | 2026-04-23 |
Branch Locations
4000 Smith Road Suite 300, Cincinnati, OH 45209 • United States
7000 Houston Road Building 100, Suite 13, Florence, KY 41042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moeller High School | Cincinnati | OH | 03/2016 | 05/2017 |
| Bellarmine University | Louisville | KY | 06/2017 | 03/2020 |
| Northern Kentucky University | Highland Heights | KY | 04/2020 | 12/2022 |
| Jackson Hewitt | Cincinnati | OH | 11/2022 | 05/2023 |
| Spectrum | Florence | KY | 05/2023 | 12/2023 |
| Catalyst And Rational | Huntington | NY | 01/2023 | 08/2025 |
| Millson Walker Financial Group | Florence | KY | 09/2025 | 04/2026 |
| Equitable Advisors, Llc | Florence | KY | 09/2025 | 04/2026 |
| Equitable Advisors, Llc | New York | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-17 |
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