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3777 West Fork Road, Cincinnati, OH 45247 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Investment Counsel, Inc. | Cincinnati | OH | 06/2022 | Present |
| Laborers' Annuity And Benefits Fund | Chicago | IL | 05/2021 | 08/2021 |
| University Of Dayton Accounting Department | Dayton | OH | 09/2021 | 05/2022 |
| The Silo Restaurant | Lake Bluff | IL | 06/2019 | 08/2019 |
| The Silo Restaurant | Lake Bluff | IL | 06/2020 | 08/2020 |
| J. Crew | Lake Forest | IL | 12/2018 | 01/2019 |
| Community For Learners | Lake Forest | IL | 09/2016 | 05/2018 |
| Lake Forest High School | Lake Forest | IL | 01/2015 | 05/2018 |
| Full-Time Education | Dayton | OH | 08/2018 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-29 |
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