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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckee Asset Management | Tipp City | OH | 01/2025 | Present |
| Rsm Us Llp | Dayton | OH | 01/2019 | 12/2024 |
| Crystal Brook Llc | Tipp City | OH | 06/2014 | 08/2019 |
| Nct Technologies Group | Dayton | OH | 07/2017 | 07/2019 |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | Present |
- Tipp City Chamber of Commerce - Non-investment-related - 12 S 3rd St, Tipp City, OH 45371 - Local non-profit that support the local business of Tipp City - I serve on the board of directors. I have oversight of the executive director, financial performance, budget, membership approval, strategic vision, networking - Involved from 12/2021-Current - 2-3 hrs/month. No hours devoted during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-28 |
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