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255 East Fifth Street Suite 2700, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-25 |
| IN | RA | APPROVED | 2025-09-23 |
| OH | RA | APPROVED | 2025-09-23 |
Branch Locations
Bloomfield Hills, MI • United States
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 |
|---|---|---|---|---|
| American Funds | Los Angeles | CA | 12/2015 | 01/2021 |
| American Funds | Los Angeles | CA | 01/2021 | 01/2024 |
| Quasar Distributors, Llc | Bloomfield Hills | MI | 02/2024 | Present |
| Bg Is, Llc | Bloomfield Hills | MI | 02/2024 | Present |
1) Bahl & Gaynor Investment Council; Investment related; Bloomfield Hills, MI; Sales and Service; Institutional Portfolio Consultant; Start 01/2024; 160 hours per month; Discussing marketing company securities to existing and potential clients In addition to being an Investment Advisor Representative of BG IS, LLC, this associate is a Registered Representative of Quasar Distributors, LLC an unaffiliated Broker Dealer. The associate is a Registered Representative for purposes of Quasar Distributors, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-23 |
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