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4030 Smith Rd. Suite 200, Cincinnati, OH 45209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-11-13 |
| TX | RA | APPROVED_RES | 2016-03-29 |
| OH | RA | APPROVED | 2006-04-05 |
Branch Locations
4030 Smith Rd. Suite 200, 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 |
|---|---|---|---|---|
| Crew Capital Management | Cincinnati | OH | 01/2003 | Present |
| F/M Investments Llc | Cincinnati | OH | 07/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-22 |
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