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1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brower Investment Advisers, Llc | Dayton | OH | 06/2006 | 11/2016 |
| Summit Brokerage Services Inc | Dyton | OH | 08/2009 | 09/2019 |
| Marsh & Mclennan Agency | Dayton | OH | 12/2012 | Present |
| Mma Securities Llc | Dayton | OH | 06/2016 | Present |
| Cetera Advisor Networks Llc | Dayton | OH | 09/2019 | 08/2023 |
| Northmont City Schools | Englewood | OH | 01/2019 | Present |
(1)- - MARSH & MCLENNAN AGENCY; SINCE 12/01/2012; SAME AS BRANCH ADDRESS; SENIOR VICE PRESIDENT; Sell group health benefits; 140 HOURS SPENT ON ACTIVITY PER MONTH (2) - - MMA SECURITIES LLC; SINCE 06/2016; SAME AS BRANCH ADDRESS; IA REP; 10 HOURS SPENT ON ACTIVITY PER MONTH, 10 HOURS SPENT ON ACTIIVTY PER MONTH DURING TRADING HOURS (3) NAME OF OTHER BUSINESS: NORTHMONT CITY SCHOOLS; INVESTMENT RELATED: NO; ADDRESS: 4001 OLS SALEM RD ENGLEWOOD OH 45322; NATURE OF BUSINESS: EDUCATION; START DATE: 1/2019; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: LIASON BETWEEN THE STATE AND DISTRICT, COLLECTIVE BARGAINING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-23 |
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