Compensation
Fixed/Hourly
Firm Size
2148 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified
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Location

5905 E Galbraith Rd, Ste 6300, Cincinnati, OH, 45236

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Abigail coaches the junior varsity cheerleading team at Scott High School. This non-investment related activity takes a few hours per week.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
November 2024 - Present · 1 yr 3 mos
Northwestern Mutual Investment Services, LLCBroker
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Madison Avenue Securities, LLC
January 2024 - August 2024 · 7 mos
Madison Avenue Securities, LLCBroker
January 2024 - August 2024 · 7 mos
Fidelity Personal and Workplace Advisors
July 2020 - August 2023 · 3 yrs 1 mo
Fidelity Brokerage Services LLCBroker
February 2020 - August 2023 · 3 yrs 6 mos
State Registrations4 states
ILINKYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.