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Naples, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-18 |
Branch Locations
425 Walnut Street Suite 2500, Cincinatti, OH 45202 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navian Asset Management, Llc | Naples | FL | 11/2025 | Present |
| Luma Financial Technologies, Llc | Cincinnati | OH | 05/2022 | Present |
| Ohio National Fund, Inc. | Montgomery | OH | 05/2021 | 05/2022 |
| Ohio National Fund, Inc. | Montgomery | OH | 06/2020 | 05/2021 |
| Ohio National Fund, Inc. | Montgomery | OH | 06/2019 | 06/2020 |
| Ohio National Fund, Inc. | Montgomery | OH | 08/2018 | 06/2019 |
| Ohio National Fund, Inc. | Montgomery | OH | 05/2017 | 08/2018 |
| Pnc Bank | Cincinnati | OH | 02/2015 | 05/2017 |
1)Luma Financial Technologies, LLC , Non-Investment-related, Cincinnati, OH, Financial technology platform for advisors, Managing Director- Head of EMEA Sales, Start date: 05/2022, Approx.: 10 hrs./month.
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