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255 East Fifth St. Suite 3000, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-12-20 |
Branch Locations
255 East Fifth St. Suite 3000, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quadrant Capital Group, Llc | Cincinnati | OH | 08/2008 | Present |
| Constellation Wealth Advisors, Llc | Cincinnati | OH | 09/2017 | Present |
1) Entity/Business Name: Cincinnati Tennis Foundation; Investment related (Y/N): Y; Address: Cincinnati, OH; Nature of the Business: Nonprofit promoting tennis in sports based youth development programs; Position/Title/Relationship: Board Member; Approximate # of hours a month: nominal; Approximate # of hours during trading hours: nominal; Compensated (Y/N)? N; Briefly describe your duties: Supports the organization's mission and programs as a member of the Board of Directors 2) Entity/Business Name: United Way of Greater Cincinnati; Investment related (Y/N): Y; Address: 2400 Reading Rd, Cincinnati, OH 45202; Nature of the Business: Nonprofit dedicated to providing relief and solving pressing community challenges; Position/Title/Relationship: Foundation Board Member and Treasurer; Approximate # of hours a month: nominal; Approximate # of hours during trading hours: nominal; Compensated (Y/N)? N; Briefly describe your duties: Supports the organization's initiatives as a member of the Foundation Board
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-03 |
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