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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
8044 Montgomery Road Suite 258, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hillcrest Financial Group | Cincinnati | OH | 06/2025 | Present |
| Taziki's Mediterranean Cafe | West Chester | OH | 08/2019 | 12/2021 |
| Kona Grill | Liberty Township | OH | 01/2021 | 03/2021 |
| Buffalo Wild Wings | Fairfield Township | OH | 04/2023 | 08/2023 |
| University Of Cincinnati | Cincinnati | OH | 08/2021 | 04/2025 |
| Lakota West High School | West Chester | OH | 07/2016 | 05/2021 |
| Hillcrest Financial Group | Cincinnati | OH | 07/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-23 |
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