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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-16 |
Branch Locations
9960 Springfield Pike,, Cincinnati, OH 45215 • United States
6934 Miami Ave, Madeira, OH 45243 • United States
7391 Beechmont Ave, Cincinnati, OH 45230 • United States
25 Garfield Place, Cincinnati, OH 45202 • United States
3521 Erie Avenue, Cincinnati, OH 45208 • United States
744 State Route 29, Milford, OH 45150 • 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 |
|---|---|---|---|---|
| Pnc Investments | Hebron | KY | 09/2014 | 04/2017 |
| Bb&T Investment Services, Inc. | Independence | KY | 05/2017 | 07/2019 |
| Bb&T Securities, Llc | Independence | KY | 01/2018 | 07/2019 |
| U.S. Bancorp Investments, Inc. | Cincinnati | OH | 09/2019 | 06/2021 |
| Fidelity Investments | Covington | KY | 09/2021 | 07/2022 |
| Key Investment Services Llc | Brooklyn | OH | 08/2022 | 10/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 10/2025 | Present |
| First Commonwealth Bank | Milford | OH | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-12 |
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