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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-10 |
| OH | RA | APPROVED | 2025-11-05 |
Branch Locations
201 East Fifth Street Suite 2500, Cincinnati, OH 45202 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Plano | TX | 06/2022 | 07/2024 |
| Vanderbilt University | Nashville | TN | 08/2021 | 05/2022 |
| Winterpast Capital Partners | Brentwood | TN | 03/2021 | 08/2021 |
| Lendkey Technologies | Blue Ash | OH | 06/2018 | 08/2018 |
| University Of Alabama | Tuscaloosa | AL | 08/2017 | 05/2021 |
| Lakota West High School | West Chester | OH | 08/2013 | 05/2017 |
| Phi Kappa Psi | Tuscaloosa | AL | 05/2019 | 08/2019 |
| Jnb Custom Homes | Hamilton | OH | 05/2017 | 08/2017 |
| The Vanguard Group, Inc. | Charlotte | NC | 07/2024 | 10/2025 |
| Raymond Jamees & Associates, Inc. | Cincinnati | OH | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-15 |
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