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3825 Edwards Road Ste 650, Cincinnati, OH 45209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-05 |
Branch Locations
3825 Edwards Road Ste 650, Cincinnati, OH 45209 • United States
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 |
|---|---|---|---|---|
| Coppertree Ltd. | Cincinnati, Ohio | OH | 04/2005 | 08/2024 |
| Argentarii, Llc | Cincinnati | OH | 10/2024 | Present |
1) FC Industries; Not investment related; 4900 Webster St, Dayton, OH 45414; Metal manufacturing; Owner and Board of Directors Member; Owner (non employee); 01/01/1972; 5 hours/month; 3 hours/month during securities trading hours; Attend board meetings. 2) Clariata, LLC; Not investment related; 1101 St. Gregory Street, Suite 225, Cincinnati, Ohio 45202; SaaS Platform; President; 01/01/2017; 10 hours/month; 2 hours/month during securities trading hours; Build out of platform and developing business model. 3) TIGER 21; Not investment related; 1995 Broadway, 5th Floor, New York, NY 10023; SaaS Platform; Contractor; Chair; 08/01/2023; 10 hours/month; 2 hours/month during securities trading hours; Lead local group of members through monthly meetings as facilitator.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1981-01-09 |
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