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Dayton, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-22 |
| TX | RA | APPROVED | 2025-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneva Investment Management Of Chicago, Llc | Chicago | IL | 01/2014 | 08/2017 |
| Unemployed | Chicago | IL | 09/2017 | 05/2018 |
| International Game Technology | Las Vegas | NV | 06/2018 | 05/2023 |
| Investment Counsel Company Of Nevada | Las Vegas | NV | 05/2023 | 06/2024 |
| Investable Wealth Management | Dayton | OH | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-01 |
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