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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-04-26 |
Branch Locations
300 E Business Way, Suite 100A, Cincinnati, OH 45241 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russell Total Wealth Management | Fairborn | OH | 02/2018 | 04/2021 |
| Quality Cleaning Services | Troy | OH | 05/2018 | 12/2018 |
| Manpower-American Honda | Troy | OH | 11/2016 | 02/2018 |
| Miami Co. Department Of Job And Family Services | Troy | OH | 06/2015 | 11/2016 |
| Kalos Capital | Alpharetta | GA | 04/2019 | 04/2021 |
| Argi Investment | Louisville | KY | 04/2021 | 04/2023 |
| Cerity Partners | Cincinnati | OH | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-18 |
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