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255 East Fifth St. Suite 3000, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-26 |
Branch Locations
1431 Perrone Way, Suite 110, Franklin, TN 37069 • United States
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Nashville | TN | 07/2019 | Present |
| Jpmorgan Securities Llc | Nashville | TN | 07/2019 | Present |
| Goldman Sachs And Co. | Atlanta | GA | 05/2016 | 07/2019 |
| Constellation Wealth Advisors | Cincinnati | OH | 04/2023 | Present |
Entity Name: Martha O'Bryan Center Investment related: Yes Address: 711 S 7th St, Nashville, TN 37206 Nature of the other business: Anti-poverty non-profit organization with longstanding history and deep community roots, grounded in tradition and strengthened by innovation. Position/Title/Relationship: Director Start Date: 01-Sep-2020 Approximate # of hours a month: 2 hours per month Approximate # of hours during securities trading hours: 1-2 Hours per month Briefly describe your duties: Board Member and serve on Finance Committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-17 |
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