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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-07 |
Branch Locations
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
543 E Central Ave, Miamisburg, OH 45342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 03/2022 | 07/2023 |
| University Of Nicosia | Nicosia | 01/2022 | 05/2022 | |
| Moraine Country Club | Dayton | OH | 04/2017 | 08/2021 |
| Miami University Oxford | Oxford | OH | 08/2019 | 08/2023 |
| Miami Valley Financial Partners | Dayton | OH | 06/2022 | Present |
| Miamisburg High School | Miamisburg | OH | 08/2015 | 08/2019 |
| Moraine Country Club | Dayton | OH | 08/2016 | 08/2021 |
| Silver Oak Securities | Jackson | TN | 07/2023 | Present |
| United Advisor Group | Cincinnati | OH | 02/2024 | Present |
Silver Oak Securities, Registered Representative- Administrative Assistant, Investment Related, 07/2023 United Advisor Group, Investment Advisor Representative, Investment Related, 02/2024 Miami Valley Financial Partners; Intern; DBA for Silver Oak Securities and United Advisor Group business; Investment Related; 06/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-11 |
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