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100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Financial Sevices | Cincinnati | OH | 02/2006 | 09/2018 |
| Ohio National Equities Inc | Cincinnati | OH | 06/2007 | 09/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2018 | 12/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2019 | 12/2019 |
| Sandbox Financial Partners Llc | Bethesda | MD | 12/2019 | 03/2022 |
| Goldman Sachs & Co. Llc | New York | NY | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-06 |
| S65 | Uniform Investment Adviser Law Examination | 2018-12-19 |
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