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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-13 |
| OH | RA | APPROVED | 2024-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Cincinnati | OH | 05/2021 | 10/2024 |
| University Of Cincinnati | Cincinnati | OH | 01/2019 | 05/2022 |
| Dillards | Cincinnati | OH | 01/2022 | 05/2022 |
| Sycamore High School | Cincinnati | OH | 08/2021 | 10/2021 |
| Adecco / Fifth Third Bank | Cincinnati | OH | 05/2021 | 08/2021 |
| Doordash | Cincinnati | OH | 03/2020 | 01/2021 |
| Graphic Village | Cincinnati | OH | 05/2019 | 08/2019 |
| Sycamore Schools | Cincinnati | OH | 08/2005 | 05/2018 |
| University Of Purdue Northwest | Hammond | IN | 08/2018 | 05/2019 |
| Fifth Third Securities | Cincinnati | OH | 08/2023 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 11/2024 | Present |
| Bank Of America, N.A. | Cincinnati | OH | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-08 |
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