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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-05 |
Branch Locations
7845 Kenwood Road, Cincinnati, OH 45236 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Cincinnati | OH | 02/2023 | 12/2023 |
| Skylight Financial Group | Cincinnati | OH | 02/2023 | 12/2023 |
| Triplecrown Wealth Management | Cincinnati | OH | 05/2022 | 12/2022 |
| Unemployed | Cleves | OH | 12/2022 | 02/2023 |
| Unemployed/Student | Cleves | OH | 12/2021 | 05/2022 |
| Steves Bp | Cleves | OH | 04/2020 | 12/2021 |
| Unemployed/Student | Cleves | OH | 08/2018 | 04/2020 |
| Cw Custom Homes | Cleves | OH | 05/2018 | 08/2018 |
| Unemployed/Student | Cleves | OH | 03/2018 | 08/2018 |
| Western Hills Retirement Village | Cincinnati | OH | 06/2017 | 03/2018 |
| Unemployed/Student | Cleves | OH | 04/2013 | 06/2017 |
| Cerity Partners Llc | New York | NY | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-03 |
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