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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-10 |
| TX | RA | APPROVED | 2026-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Locals 5 | Cincinnati | OH | 05/2019 | 09/2021 |
| Tonys | Lexington | KY | 03/2021 | 07/2021 |
| Burke & Shindler | Cincinnati | OH | 05/2022 | 08/2022 |
| Montgomery Inn | Fort Mitchell | KY | 10/2017 | 12/2017 |
| Fidelity Investments | Covington | KY | 06/2023 | 06/2024 |
| University Of Kentucky | Lexington | KY | 08/2019 | 05/2023 |
| Newport Central Catholic High School | Newport | KY | 08/2015 | 05/2019 |
| Unemployed | Dayton | KY | 06/2013 | 10/2017 |
| Morgan Stanley | Tempe | AZ | 04/2026 | Present |
| Fort Washington Investment Advisors | Cincinnati | OH | 06/2024 | 04/2026 |
*691496- Riverfront Property Group; Investment related: Yes; Covington, Kentucky; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 2; Administrative:Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-28 |
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