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7755 Montgomery Road Suite 100, Cincinnati, OH 45236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-02 |
Branch Locations
7755 Montgomery Road Suite 100, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nanny | Louisville | KY | 09/2015 | 02/2017 |
| University Of Kentucky | Lexington | KY | 08/2017 | 05/2021 |
| Unemployed | Lexington | KY | 02/2017 | 08/2017 |
| University Of Kentucky | Lexington | KY | 08/2019 | 05/2021 |
| Childcare Provider | Lexington | KY | 09/2020 | 05/2021 |
| Hamilton County | Cincinnati | OH | 05/2021 | 07/2021 |
| Unemployed | Lexington | KY | 07/2021 | 03/2022 |
| University Of Kentucky | Lexington | KY | 08/2024 | 05/2025 |
| Foster & Motley Inc. | Cincinnati | OH | 05/2025 | Present |
| Unemployed | Florence | KY | 03/2022 | 03/2023 |
| Unemployed | Lexington | KY | 03/2023 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-08 |
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