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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED | 2026-01-08 |
Branch Locations
7755 Montgomery Road 2Nd Floor, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc (Fka Proequities, Inc.) | Covington | KY | 06/2019 | 01/2022 |
| Protective Life | Covington | KY | 06/2019 | 01/2022 |
| Northwestern Mutual Investment Services | Pensacola | FL | 04/2017 | 02/2018 |
| House Of Tans | Gainesville | FL | 04/2018 | 06/2019 |
| University Of Florida | Gainesville | FL | 06/2015 | 05/2019 |
| Unemployed | Cincinnati | OH | 05/2019 | 06/2019 |
| Investment Distributors Inc | Covington | KY | 01/2022 | 02/2022 |
| Lpl Financial Llc | Cincinnati | OH | 11/2023 | 12/2025 |
| True Search | Cincinnati | OH | 01/2022 | 09/2023 |
| Unemployed | Cincinnati | OH | 09/2023 | 11/2023 |
| Morgan Stanley | Cincinnati | OH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-16 |
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