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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-04-28 |
| OH | RA | APPROVED | 2023-04-26 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • 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 |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 05/2010 | 09/2017 |
| Unemployed | Cincinnati | OH | 09/2017 | 01/2018 |
| Argi Investment Services | Cincinnati | OH | 01/2018 | 04/2023 |
| Cerity Partners | Cincinnati | OH | 04/2023 | Present |
Livingston & Co., Non Inv. Related, renovate and hold rental properties, 1-5 hours/month Livingston Homes, Non Inv. Related, Rehab of properties, 1-5 hours/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-09 |
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