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303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2007-10-04 |
Branch Locations
303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ifs Financial Services | Cincinnati | OH | 09/2007 | Present |
| Touchstone Advisors | Cincinnati | OH | 09/2007 | Present |
Name of other business: Sub-Advisory Institute; Investment related? Yes; Address: 1270 Avenue of the Americas, Suite 1100, New York, NY 10020; Nature of other business: Professional network organization that hosts industry conferences; Start date of relationship: 1/31/24; Hours devoted: 1 hour call per year and attendance at one conference per year for two days; Duties: Provide content to the organization regarding trends in business, practice management solutions, etc. that are immediately affecting shareholders.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-11-23 |
| S65 | Uniform Investment Adviser Law Examination | 2006-02-07 |
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