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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage Services | West Chester | OH | 08/2023 | Present |
| Western And Southern Life | West Chester | OH | 07/2023 | Present |
| Unemployed | Monroe | OH | 05/2023 | 07/2023 |
| Fedex | Lebanon | OH | 08/2022 | 04/2023 |
| Bob Louis-Cinlawn | Bllue Ash | OH | 06/2022 | 08/2022 |
| Marietta College | Marietta | OH | 08/2021 | 06/2022 |
| Bob Louis-Cinlawn | Blue Ash | OH | 05/2021 | 08/2021 |
| Marietta College | Marietta | OH | 08/2020 | 05/2021 |
| Bob Louis-Cinlawn | Blue Ash | OH | 05/2020 | 08/2020 |
| Marietta College | Marietta | OH | 08/2019 | 05/2020 |
| Bob Louis-Cinlawn | Blue Ash | OH | 05/2019 | 08/2019 |
| Marietta College | Marietta | OH | 08/2018 | 05/2019 |
| Monroe High School | Monroe | OH | 08/2005 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 06/2026 | Present |
| Bank Of America, N.A. | Cincinnati | OH | 07/2026 | Present |
Western and Southern Life - No- West Chester, OH- Full Time Sales Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-09 |
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