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8944 Blue Ash Road, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plante Moran Financial Advisors | Columbus | OH | 08/2024 | 06/2026 |
| Old Warson Country Club | St Louis | MO | 05/2024 | 08/2024 |
| University Of Dayton | Dayton | OH | 08/2023 | 05/2024 |
| Plante Moran Financial Advisors | Columbus | OH | 06/2023 | 08/2023 |
| Ubs | Kenwood | OH | 02/2023 | 06/2023 |
| Ehm Inc. | St Louis | MO | 05/2022 | 08/2022 |
| University Of Dayton | Dayton | OH | 09/2021 | 01/2023 |
| Old Warson Country Club | St Louis | MO | 05/2021 | 08/2021 |
| Ruffalo Noel Levitz | Dayton | OH | 02/2021 | 05/2021 |
| Old Warson Country Club | St Louis | MO | 05/2020 | 08/2020 |
| Old Warson Country Club | St Louis | MO | 05/2019 | 08/2019 |
| Midwest Pool Management | St Louis | MO | 05/2018 | 08/2018 |
| University Of Dayton | Dayton | OH | 08/2020 | 05/2024 |
| St Louis University High School | St Louis | MO | 08/2016 | 05/2020 |
| Kellett Wealth Advisors | Cincinnatti | OH | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-28 |
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