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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-17 |
| OH | RA | APPROVED | 2025-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors Inc | Cincinnati | OH | 02/2023 | 06/2025 |
| World Financial Group Inc | Cincinnati | OH | 11/2021 | 06/2025 |
| Upscale Lawncare Inc | Cincinnati | OH | 04/2022 | 07/2023 |
| Oak Hills Alumni And Education Foundation | Cincinnati | OH | 09/2022 | 07/2023 |
| Mount St Joseph University | Cincinnati | OH | 06/2017 | 03/2022 |
| Kroger | Blue Ash | OH | 02/2015 | 06/2017 |
| Hamersville Church Of Christ | Hamersville | OH | 10/2015 | 08/2021 |
| Oak Hills Youth Athletics, Inc | Cincinnati | OH | 01/2022 | 09/2022 |
| Delhi Business Association | Cincinnati | OH | 01/2019 | 08/2023 |
| Wealthwave | Cincinnati | OH | 11/2021 | 06/2025 |
| Netlaw | Louisville | KY | 05/2023 | 06/2025 |
| Butler Tech | West Chester | OH | 08/2023 | 07/2025 |
| Cincinnati State Technical And Community College | Cincinnati | OH | 08/2023 | Present |
| Saint Ursula Academy Advancement Committee | Cincinnati | OH | 08/2021 | Present |
| Brown County Chamber Of Commerce | Mt Orab | OH | 01/2025 | Present |
| Edward Jones | St Louis | MO | 07/2025 | Present |
BNI - Rural Connections Chapter Milford, OH Start date: 9/1/2025 Networking Education Coordinat Hours per week: 0 Hours during trading: 0 Education: responsible for providing ongoing education on BNI networking principles and practices, aiming to inspire members to generate more referrals and visitors. Leadership by Example: actively participating in BNI activities and demonstrating a commitment to networking education Brown County Networking Group Georgetown, OH Start date: 6/4/2026 Organizer Hours per week: 0 Hours during trading: 0 Organizing a networking group with individuals from Brown and Adams Counties with an anticipated start date of June 4, 2026. Will not handle any money, no access to bank accounts, or check writing. Will likely go for President of the group, but that will be something after gathering.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-12 |
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