Bree Erika Barletto

Current Employers

Touchstone Advisors Inc

303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2015-09-17

OH RA
APPROVED

Since 2015-09-17

Branch Locations

Roslindale, MA • United States

303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ifs Financial Services	Cincinnati	OH	09/2015	Present
Touchstone Securities	Cincinnati	OH	09/2015	Present
Touchstone Advisors Inc	Cincinnati	OH	09/2015	Present

09/2015 → Present

Ifs Financial Services

Cincinnati, OH
09/2015 → Present

Touchstone Securities

Cincinnati, OH
09/2015 → Present

Touchstone Advisors Inc

Cincinnati, OH

Previous Registrations

2012-03-06 → 2015-07-30

Eaton Vance Management

Boston, MA

Other Businesses

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.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-03-02
S63	Uniform Securities Agent State Law Examination	1998-07-23

S66 Uniform Combined State Law Examination

2012-03-02
S63 Uniform Securities Agent State Law Examination

1998-07-23

View on SEC IAPD