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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-28 |
Branch Locations
3160 Dayton-Xenia Rd., Beavercreek, OH 45434 • United States
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | West Chester | OH | 04/2023 | 03/2024 |
| Jpmorgan Chase Bank, N.A. | West Chester | OH | 04/2023 | 03/2024 |
| Fusian | Cincinnati | OH | 05/2014 | 12/2016 |
| Cintas Corporation | Mason | OH | 04/2022 | 04/2023 |
| At&T | Dayton | OH | 01/2018 | 12/2021 |
| Kings Mazda | Mason | OH | 03/2017 | 01/2018 |
| Aflac Field Force | Cincinnati | OH | 01/2017 | 08/2017 |
| Bravobrio Restaurant Group, Inc. | Cincinnati | OH | 11/2016 | 03/2017 |
| Royal United Mortgage Llc | Cincinnati | OH | 11/2016 | 11/2016 |
| Roto Rooter Service Company | Cincinnati | OH | 01/2022 | 04/2022 |
| Fidelity Investments | Covington | KY | 03/2024 | 08/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 08/2026 |
| Pnc Wealth Management Llc | Dayton | OH | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-07 |
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