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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-09 |
| OH | RA | APPROVED | 2025-10-08 |
Branch Locations
4000 Smith Road Suite 300, Cincinnati, OH 45209 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Web Works | Mason | OH | 11/2024 | 09/2025 |
| Gem City Crossfit Dba Altered Gym | Dayton | OH | 03/2017 | Present |
| Timothy's Bar | Dayton | OH | 03/2023 | Present |
| Metabolicmd | Vandalia | OH | 07/2022 | 04/2025 |
| Jgr Enterprises Dba President Tuxedo | Dayton | OH | 01/2012 | 03/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2025 | Present |
1) Gem City CrossFit DBA Altered Gym - Owner Non-Investment - Centerville, OH - 04/2017 - 50hrs/mth. 2) Timothy's Bar - Support Staff Non-Investment - Dayton, OH - 03/2023 - 25hrs/mth. 3) Realty Benefit Services, LLC - Sales Associate - Cherry Hill, NJ - 01/2026 - 10hrs/mth. 4) Dergalis Associates, LLC - - Sales Associate - Cherry Hill, NJ - 01/2026 - 10hrs/mth. 5) POA Parent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-29 |
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