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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-15 |
| OH | RA | APPROVED | 2025-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage Services | Cincinnati | OH | 02/2022 | 03/2025 |
| Western And Southern Life | Cincinnati | OH | 01/2022 | 03/2025 |
| Nevada Power Products Inc | Reno | NV | 06/2021 | 01/2022 |
| University Of The Cumberlands | Williamsburg | KY | 08/2019 | 03/2022 |
| Control Installation Specialists | Reno | NV | 06/2019 | 08/2019 |
| University Of The Cumberlands | Williamsburg | KY | 08/2018 | 06/2019 |
| Control Installation Specialists | Reno | NV | 05/2018 | 08/2018 |
| Smashburger Inc | Folsom | CA | 08/2017 | 05/2018 |
| Servpro Inc | Reno | NV | 05/2017 | 08/2017 |
| Smashburger Inc | Folsom | CA | 10/2016 | 05/2017 |
| Folsom Lake College | Folsom | CA | 08/2016 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 03/2025 | Present |
| Senture | Williamsburg | KY | 01/2021 | 04/2021 |
| Icon Burger Acquisition | Folsom | CA | 08/2017 | 06/2018 |
| Bank Of America, N.A. | Cincinnati | OH | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-23 |
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