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303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-06-23 |
Branch Locations
303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
St. Louis, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | St. Louis | MO | 08/2016 | 02/2017 |
| Touchstone Securities | Cincinnati | OH | 03/2017 | Present |
| Ifs Financial Services | Cincinnati | OH | 02/2017 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-07 |
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