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400 Broadway, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-08 |
Branch Locations
400 Broadway 4Th Floor, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group (Fka Proequities, Inc.) | Covington | KY | 09/2016 | 01/2022 |
| Protective Life | Covington | KY | 09/2016 | 05/2022 |
| Cincinnati Bengals | Cincinnatti | OH | 08/2005 | Present |
| Investment Distributors, Inc. | Covington | KY | 01/2022 | 05/2022 |
| W&S Brokerage Services | Cincinnati | OH | 06/2022 | Present |
| Western & Southern Life | Cincinnati | OH | 05/2022 | Present |
| Protective Life | Cincinnati | OH | 08/2016 | 05/2022 |
| Cincinnati Bengals | Cincinnati | OH | 08/2005 | Present |
Western Southern Life- No- Cincinnati, OH- Full time Product Manager///Cincinnati Bengals, Cincinnati OH, Stadium Manager, Not investment related, Assist volunteer groups sell merchandise at stadium, 8hrs per month, hourly wage///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-03-24 |
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