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255 East Fifth Street Suite 2700, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-26 |
| CA | RA | APPROVED | 2024-02-28 |
Branch Locations
255 East Fifth Street Suite 2700, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisors Asset Management, Inc | Monument | CO | 12/2010 | 06/2023 |
| Quasar Distributors, Llc | Tampa | FL | 10/2023 | Present |
| Bg Is, Llc | Tampa | FL | 07/2023 | Present |
1)BG IS, LLC; Investment Related; Investment Consulting; Tampa, FL; 07/2023; Principal, Institutional Portfolio Consultant; focused on providing elite client service and support to wealth managers and institutions; 160 Hrs./Mo. Registered Representative with Quasar Distributors, LLC which is not affiliated with Bahl & Gaynor, Inc., or its affiliates.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-01 |
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