Michael Joseph York

Employer firm

Touchstone Advisors Inc CRD 107028

$31.1B regulatory AUM

Reported services (Item 5G)

• Portfolio management (investment companies)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 02/2017
  Unemployed
  St. Louis, MO
• 03/2017 → Present
  Touchstone Securities
  Cincinnati, OH
• 02/2017 → Present
  Ifs Financial Services
  Cincinnati, OH

Other Businesses

1) Provide business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities. Approximately two hours per business week during trading hours, compensated via an override as percentage of management fee. 2) Name: Rental properties; Investment related: Yes; Address: Home - St Louis MO 63116; Nature: rental properties; position/title: owner; start date: May 2013 (updated 2022); hours/month: 1-4; hours/month during securities related: 0; Duties: Owner of multiple properties. Duties may include landscaping, handyman, collecting rent

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-28
• S63 Uniform Securities Agent State Law Examination
  1999-10-07