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Touchstone Advisors Inc CRD 107028
$31.1B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2015-01-02 |
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/Touchstone Securities, Inc | Cincinnati | OH | 08/2006 | Present |
| W&S Brokerage Services, Inc | Cincinnati | OH | 08/2006 | Present |
| Ifs Fund Distributors | Cincinnati | OH | 08/2006 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-06-24 |
| S65 | Uniform Investment Adviser Law Examination | 2014-12-30 |
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