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Cincinnati, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cincinnati | OH | 12/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 11/2016 | 05/2018 |
| Us Bank | Cincinnati | OH | 06/2018 | 12/2019 |
| U.S. Bancorp Investments, Inc. | Cincinnati | OH | 06/2018 | 01/2020 |
| Ameriprise Financial Services, Llp | Crestview Hills | KY | 03/2020 | 09/2022 |
| Journey Advisory Group | Blue Ash | OH | 09/2022 | 04/2025 |
| Phase Line Financial Llc | Cincinnati | OH | 06/2025 | Present |
Boards of Directors; Cincinnati Therapeutic Riding and Horsemanship; Treasurer; Milford, OH 45150; Investment Related; Dec 2019; 5-10 hours per month; 0 during trading hours. Monitoring Assets, Liability & Cash Flow.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-31 |
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