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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-14 |
| OH | RA | APPROVED | 2023-04-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Cincinnati | OH | 10/2017 | 01/2019 |
| Unemployed | Cincinnati | OH | 09/2017 | 09/2017 |
| Michael Page, Inc. | New York | NY | 06/2017 | 09/2017 |
| Unemployed | New York | NY | 04/2017 | 05/2017 |
| Kforce, Inc | New York | NY | 05/2015 | 03/2017 |
| Stifel Nicolaus & Co Inc | Cincinnati | OH | 01/2019 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 03/2023 | Present |
| Bank Of America N.A. | Cincinnati | OH | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-10 |
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