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303 Broadway Suite 1200, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-06-13 |
Branch Locations
303 Broadway Suite 1200, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fort Washington Investment Advisors | Cincinnati | OH | 06/2006 | Present |
| Touchstone Securities | Cincinnati | OH | 11/2016 | Present |
1) Fort Washington Investment Advisors; investment related; 303 Broadway, Suite 1200, Cincinnati, OH 45202; RIA / Investment Management; Vice President Inv Relations; 6/19/2006; 160 per month; 140 during trading hours; Business Development and Client Services. 2) Sisters of Notre Dame de Namur; Not investment-related, but they are a client of Fort Washington Investment Advisors; 701 East Columbia Avenue Cincinnati, OH 45215; Religious organization; Committee member for Partners in Action fundraising event; 2/02/2024; less than 1 hour per month; 0 hours per month during trading hours; Will serve as a table host and help obtain sponsors for their annual fundraising event at Xavier University. 2) Northern Kentucky University Foundation; Not investment related; 1 Louie B. Nunn Dr. Highland Heights, KY 41099; Nature: Public university; Position: Board Member; Start Date: November 22, 2024; 1-3 hours per month devoted; 0-1 hours per month devoted during trading hours; Duties: Board Member and Investment Committee member of the Northern Kentucky University Foundation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-23 |
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