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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 03/2022 | 07/2024 |
| Bargains And Buyouts | Cincinnati | OH | 10/2021 | 02/2022 |
| Ups | Cincinnati | OH | 05/2021 | 08/2021 |
| Aim Surplus | Monroe | OH | 07/2020 | 04/2021 |
| Allied Universal | Cincinnati | OH | 02/2020 | 11/2020 |
| Georgia-Pacific | West Chester Township | OH | 12/2018 | 01/2020 |
| Tql | West Chester Township | OH | 08/2018 | 11/2018 |
| Vri | Franklin | OH | 01/2014 | 08/2018 |
| J.P. Morgan Securities Llc | Cincinnati | OH | 07/2024 | 10/2025 |
| Jpmorgan Chase Bank Na | Cincinnati | OH | 07/2024 | 10/2025 |
| Unemployed | Hamilton | OH | 09/2021 | 10/2021 |
| Pnc Wealth Management | Cincinnati | OH | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-08 |
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