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38 Fountain Square Plaza, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-03 |
| NY | RA | APPROVED | 2023-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Wealth Advisors Llc | Tarrytown | NY | 06/2023 | Present |
| Bny Mellon Wealth Management | White Plains | NY | 06/2014 | 06/2023 |
RK Tax Preparation LLC, not investment related, New York, Tax preparation for individuals, Tax preparer, 07/05/2023, 2-3 hours per wk during tax season (Feb-April).
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