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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
| OH | RA | APPROVED | 2024-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage Services, Inc. | Cincinnati | OH | 03/2022 | 11/2024 |
| Western & Southern Life Insurance Company | Ft. Wright | KY | 03/2022 | 11/2024 |
| Unemployed | Crescent Springs | KY | 11/2021 | 03/2022 |
| Divisions Maintenance Group | Newport | KY | 06/2020 | 11/2021 |
| Divisions Maintenance Group | Newport | KY | 06/2020 | 11/2021 |
| University Of Louisville | Louisville | KY | 08/2016 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 11/2024 | Present |
| Bank Of America, N.A. | Cincinnati | OH | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-04 |
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