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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-21 |
Branch Locations
4000 Smith Road Suite 300, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Your Store Of The Queen City | Cincinnati | OH | 05/2025 | 01/2026 |
| Unemployed | Cincinnati | OH | 01/2025 | 04/2025 |
| Cain Cincy | Cincinnati | OH | 08/2024 | 01/2025 |
| Greater Cincinnati Coalition For The Homeless | Cincinnati | OH | 08/2015 | 08/2024 |
| Equitable Advisors, Llc | New York | NY | 09/2025 | Present |
1) Rental Property - Landlord Not Investment - Cincinnati, OH - 4/2018 - 6hrs/mth. 2) Author - Self Published Not Investment Related - 8/2022. 3) Western Alumni Association - President Board Member Non-investment - Oxford, OH - 10/2023 - 5hrs/mth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-12 |
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