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38 Fountain Square Plaza, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-08 |
| TX | RA | APPROVED | 2024-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Wealth Advisors Llc | Pittsburgh | PA | 01/2024 | Present |
| Bny Mellon Wealth Management | Pittsburgh | PA | 08/2019 | 01/2024 |
| Tucker Auto-Mation | Pittsburgh | PA | 01/2013 | 11/2018 |
| Colibri, Llc | Pittsburgh | PA | 02/2009 | 06/2019 |
1) Trafsys, Inc is a software company counting people in retail applications. I am 100% passive owner of the business. I own it since 2002. 1 hour/month. Chairman of the Board 2) Columbia Northwest is a designer, manufacturer of lightweight , towable, pop-up campers (RV Industry). I am 24.7% owner. Passive investor. No time spent other than Three Board meetings/year where I serve as a director. 3) Mercier Straight Investments, LLC is a real estate commercial company. I own 50% of the company. It consists of 1 property managed by local real estate management company. No plans to buy more. 4) Genesis Marketing Communications, LLC is a design and marketing firm owned since 1999 and requires no more time from me. Latest activity was to import Belgian beer from a small micro brewery in Belgium. I own it at 100%. It requires 2 hours/month. Indirect business model using 2 Pennsylvania distribution points.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-08 |
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